Our Services

 

Achieving financial success is a complex and confusing challenge to even the most experienced investors, requiring a significant amount of time, knowledge, and resources. That is why many institutions and affluent individual investors demand a different investment approach, one that elevates their portfolio beyond one-dimensional strategies while leveraging the expertise of highly skilled professional investment managers.

Our firm offers just this kind of approach. We offer an asset management service that is designed to protect and increase your wealth by delivering the potential for superior after-tax returns with an unprecedented level of personalized service and expertise.

What distinguishes our firm is its personal approach. It is built around you—your goals, your time frame, and your tolerance for risk. As your needs change, our ongoing management process ensures your personal portfolio will evolve with you. It is not a get-rich-quick strategy or a “hot-tip” investment product. Instead, it employs a disciplined process that sophisticated institutional investors have followed for decades in managing their investments. And, it employs a diverse range of asset classes, investment styles, and nationally prominent investment managers to meet your specific objectives.

The result is a well-tuned, asset management process designed to respond to your individual needs while also responding to the dynamics of the capital markets. Your portfolio strategy begins with a personal and in-depth analysis of your current situation. Every investor has different needs and objectives. We will help you determine whether you need investments that produce income, growth, or a combination of both. Furthermore, we will help you define your investment time horizon and risk profile. We then determine an appropriate asset allocation policy and diversify your investment portfolio across multiple asset classes, within multiple investment styles, and by using multiple money managers. We monitor your portfolio regularly and rebalance asset allocations as needed.

In addition, we also offer Financial Planning services. Whether you’re concerned about your retirement assets or are just planning for a child’s college education, we look at all your assets—including those not managed by Cardinal Capital Management—and will prepare an objective outlook and plan to help make your goals happen.

Finally, we believe we provide one of the most comprehensive and easy-to-understand reporting packages available. Monthly-consolidated statements, quarterly account-level performance reporting, and quarterly personal meetings are all included. More importantly, our goal is to provide you with the highest level of personalized service at any time, whether it’s reviewing the status of your account or consulting with us on any matter of concern to you.

Talk to us about improving your investment portfolio. We look forward to serving your needs in a highly confidential manner and helping you succeed in this world of investment opportunity.