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A Trusted Advisor To Help You Reach Your Goals
Your goals are the driving force behind the financial guidance we offer. As an independent advisory firm, we select the products and strategies that are right for you. We are not beholden to the corporate agenda of a Wall Street firm. We are not influenced by an investment banking arm and our research on your behalf is thus not tainted by conflicts of interest that have plagued Wall Street giants. Our advice spans the broad range of financial issues you must address:
- Portfolio policy, construction and management
- Retirement fund accumulation and withdrawal
- Tax minimization
- Funding college and other major expenses
- Estate planning and trust management
- Life insurance
Cardinal Investment Advisors provides the investment, and financial planning tools to help our clients meet and exceed their financial goals. We believe in developing a personal relationship with our clients that one cannot obtain with a large impersonal firm.
With Cardinal Investments Advisors our clients have all the sophisticated tools and resources available in todays financial markets. However with our unique personal approach we are able to systematically apply these resources and develop a unique individual plan for each client. We firmly believe one size does not fit all!!
The Freedom Of Choice
Independence Is Its Own Reward
As an independent advisory firm, Cardinal Investment Advisors is not pressured by a parent company to direct you into their proprietary products. We have the freedom to choose the financial products that are best for you from the wide universe of products that the financial services industry has to offer. Unlike traditional stockbrokers, we are not employed by a Wall Street firm. We are an independent advisory. We choose to practice this way because we believe it allows us to better pursue the solutions in your best interest. Our business model allows us to find solutions suitable for you, a commitment we always honor.
Investment Selection
Making the Right Choice
Choosing the right investments for your portfolio, we apply strict objective analysis balanced by our own experience and judgment, researching a vast universe of financial products, including:
Equities: We use fundamental analysis to identify companies we believe are poised for future growth.
ETFs: We review economic and market trends to tactically invest in specialized Exchange Traded Funds.
Individual Bonds: We use credit worthy corporate bonds, tax-free municipal bonds or U.S. Treasuries.
Alternative Investments: We may use private equity, real estate and other investments where appropriate.
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