Cardinal Capital counsels and manages assets for individuals, trusts, and institutional investors.
Individuals and their families
Cardinal Capital provides financial counseling to high-net-worth individuals, their families, and their trusts. With our goal of helping our clients grow their assets over the long term, we rely on a financial team approach to individual asset management. This means working closely with individuals and their legal and tax advisors, who help our clients develop and execute comprehensive financial and estate plans best suited to their collective goals. Cardinal Capital Management, Inc. claims compliance with the Global Investment Performance Standards (GIPS), and we adopted the GIPS Standards on 4/1/1992. Since Cardinal’s inception in January of 1992, we have enjoyed many long-term relationships with individuals and their families, some spanning several generations.
Trusts
At Cardinal Capital, we serve as asset managers for a variety of trusts. Whether they are family trusts or those established by courts of law to serve specific beneficiary needs, we take a personalized approach. In cases where trust investment policies are not in place, we work closely with trustees and guardians to develop these policies and implement investment strategies to achieve them. For trusts with existing investment policies, we conduct thorough reviews to ensure they are still appropriate. Our diligent monitoring of performance and regular meetings with trustees and guardians reflect our commitment to maintaining the trust’s financial health.
Institutional investors
Cardinal Capital’s asset management services extend to a diverse range of institutional investors. We manage assets for corporations, partnerships, endowments, foundations, and not-for-profit organizations. Our approach is flexible, allowing us to create investment policies where they don’t exist or refine existing ones to better align with the organization’s current objectives. This adaptability is a key strength that has enabled us to serve a wide range of institutional clients effectively.
