Cardinal Capital Management
Financial Advising
Why pick this one
Cardinal Capital Management has been independently verified for GIPS compliance since 1992 and is committed to fiduciary investment practices.
Best for
- high-net-worth individuals seeking personalized investment management
- trust and estate investment management
- institutional investors looking for tailored investment strategies
Look elsewhere if
- those requiring immediate short-term financial advice
- clients focused solely on low-fee investment options
Specialties
- management of individual equity and fixed-income portfolios
- financial counseling for high-net-worth individuals
- trust asset management
Certifications
- CFA Institute's Asset Manager Code
- Global Investment Performance Standards (GIPS) compliance
What makes them different
- 100% employee-owned
- fiduciary duty to clients
- investment strategies based on statistical undervaluation of stocks
- long-term investment track record
- personalized investment management services
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 2626 Glenwood Ave Ste 380, Raleigh, NC 27608
- Phone
- (919) 532-7500
- Website
- http://www.cardinalcapitalmanagement.com
- info@cardinalcapitalmanagement.com
Services
- financial advising
- investment management