SERVICES

MANAGED PORTFOLIOS

We help you build a customized portfolio, allocated globally, suited to your investment goals. Our niche client base ensures personalized service, discretion and a prompt response to your needs.

WHAT ARE SOME OF THE FEATURES OF MANAGED PORTFOLIOS?
  1. Cardinal builds a customized portfolio based on your investment goals. Your funds are separate and are not pooled together with anyone else’s funds. Clients have online access to their accounts.
  2. Your trades are handled by an independent broker. Your assets are held by an independent custodian, who directly sends your account statements and trade confirmations. This ensures a greater level of trust and transparency for your account. All assets are held in your name, giving you more assurance over the security of your funds.
  3. We are not compensated by the commission generated from client trades or incentive payments from investment product providers. Instead, we are compensated by you, via a management fee. Our independence gives us the freedom to choose what we believe is the best investment product for you.
INVESTMENT CONSULTING

Cardinal provides an independent review of investment portfolios. After a review, we provide you with a written evaluation on whether your portfolio is structured towards achieving your investment goals.