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?
- 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.
- 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.
- 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.
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.