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 not only with individuals, but their legal and tax advisors who help our clients to develop and execute comprehensive financial and estate plans that are best suited to their collective goals. Cardinal Capital Management, Inc. claims compliance with the Global Investment Performance Standards (GIPS) and we have adopted the GIPS Standards from 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
We serve 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.
Institutional investors
Cardinal Capital manages assets for corporations, partnerships, endowments, foundations and not-for-profit organizations. We create investment policies where they don’t exist or bring investment strategies more closely in line with the organization’s current objectives.
