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TrustsCardinal Capital Management, Inc. serves as asset manager for several family trusts as well as trusts established by courts of law to serve specific beneficiary needs. Where trust investment policies do not exist, we work closely with trustees and guardians to develop those policies and implement investment strategies to achieve them. Where trust investment policies are in place, they are carefully reviewed to determine if changes are appropriate. In either instance, we diligently monitor performance to be sure that policies are closely followed. We then meet periodically with the trustees and guardians to review progress. |
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Cardinal Capital Management Inc. Copyright © 2007 |