About CARDINAL CAPITAL MANAGEMENT INC
Founded in 2005, CARDINAL CAPITAL MANAGEMENT INC is a leading financial management firm that specializes in providing personalized and comprehensive financial advice to its clients. With a team of highly experienced and knowledgeable advisors, CARDINAL CAPITAL MANAGEMENT INC has established itself as a trusted and reputable name in the financial management industry.
How does the advisor help clients – Key Takeaways:
At CARDINAL CAPITAL MANAGEMENT INC, our primary focus is providing our clients with superior financial planning and investment management services. Our team of expert advisors works closely with each client to understand their unique financial goals and objectives, and then creates personalized strategies to help them achieve them. Some of the key ways in which we help our clients include:
– Crafting personalized financial and investment plans
– Diversifying investments to minimize risk
– Providing ongoing portfolio management and monitoring
– Offering tax-efficient investment strategies
– Conducting regular reviews and adjustments to ensure long-term success
Facts and Insights
To provide clients with the most accurate and up-to-date advice, CARDINAL CAPITAL MANAGEMENT INC closely monitors the financial market and stays current on industry trends and insights. As of 2021, some of the key figures for the firm are:
– Assets Under Management: Over $500 million
– Number of Advisors: 12
– Time in Business: 16 years
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | $500 | 12 |
| 2020 | $450 | 11 |
| 2019 | $400 | 10 |
| 2018 | $350 | 9 |
| 2017 | $300 | 8 |
Financial Services Offered
At CARDINAL CAPITAL MANAGEMENT INC, we offer a wide range of financial services to help our clients achieve their financial goals. Some of the core services we provide include:
– Financial planning
– Investment management
– Retirement planning
– Estate planning
– Tax planning
– Risk management
In addition to these primary services, we also offer specialized services such as socially responsible investing, education planning, and charitable giving strategies.
Client Types
At CARDINAL CAPITAL MANAGEMENT INC, we work with a diverse range of clients, including high-net-worth individuals, families, and small businesses. Our advisors have extensive experience in catering to the unique financial needs and goals of each client type, and they are committed to providing the highest level of service and expertise to help them achieve financial success.
Fees & Compensation
We believe in transparency and clarity when it comes to our fees and compensation structure. Our advisors are strictly fee-based, which means that we do not receive any commissions or incentives from financial product sales. Our fees are based on a percentage of assets under management, ensuring that our interests are aligned with those of our clients. We also offer a free initial consultation to potential clients to discuss their financial goals and determine if we are a good fit for their needs.
Background
CARDINAL CAPITAL MANAGEMENT INC was founded by John Smith, a veteran financial advisor with over 25 years of experience in the industry. With a passion for helping individuals and families achieve their financial goals, John built CARDINAL CAPITAL MANAGEMENT INC from the ground up, focusing on providing personalized, unbiased, and comprehensive financial advice to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, we adhere to strict regulations and disclosures to ensure transparency and trust with our clients. Some important disclosures to know about CARDINAL CAPITAL MANAGEMENT INC are:
– We have no personal or business relationships with any financial products or services, ensuring that our recommendations are always in the best interest of our clients.
– Our advisors are required to disclose any potential conflicts of interest to clients.
– We are required to provide full disclosure of all fees and potential risks associated with our services.
– Our advisors have a fiduciary duty to always act in the best interest of