Founded in 1992, Cardinal Capital Management is an independent, registered investment management firm committed to providing our clients with the highest quality personalized investment management services.
- Our primary business is the management of separate U.S. and non-U.S. equity and fixed-income portfolios for individuals, trusts, corporations, foundations, and endowments.
- Cardinal is a fiduciary, meaning we have a legal and moral obligation to put our clients’ interests first.
- We are registered investment advisors and invest alongside our clients.
- Cardinal Capital Management, Inc. claims compliance with the Global Investment Performance Standards (GIPS®) and has been independently verified from 4/1/1992 through 06/30/2024.
- Our objective is to exceed the relevant benchmark index return net of fees at significantly reduced risk (lower volatility) over a full market cycle.
- Valuation-oriented approach that utilizes Cardinal’s Multifactor Model to identify strong companies that are statistically undervalued.
- We personally manage all of our clients’ accounts.
- 100% employee-owned.
- We do not collect commissions; we only earn a fee based on your account value.
- We are committed to providing our clients with the highest quality investment management services.
- Cardinal Capital claims compliance with the CFA Institute’s Asset Manager Code.
- Form CRS
