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Thomas W. Repaskey, J.D,
Tom has 30 years of experience in banking and investment management since graduating from Ohio University in 1963. In addition to a Bachelor's of Business administration degree with emphasis in finance, accounting, and economics, he also holds a law degree from Cooley Law School in Lansing, Mi and series 7, 25, and 63 in the securities industry.
In addition to his commercial lending experience he also has 25 years of experience in the securities industry in both fundamental and technical analysis and advises clients on wealth building and estate planning.
Tom helps clients prepare their Investment Policy Statement, determine their risk profile and look carefully at their long term objectives to establish an effective investment strategy.
He was born in Akron, Ohio, moved to Lansing, Michigan after graduation from college and is married with 4 adult children. He has served St. Paul's Episcopal Church and the Diocese of Michigan in many capacities during the past 40 years.
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With A Fiduciary, Your Interests Come First
Our Responsibility In Serving You Is Clear
At Cardinal Investment Advisor's, we embrace our role as a fiduciary, a responsibility that means we must always act with your best interest in mind. As a fiduciary, we are different from traditional personal financial advisor's who are brokers. It’s a distinction we are proud of and that benefits you.
- Unlike a broker, we are not licensed to sell you securities and we are not salespeople.
- We are a Registered Investment Adviser and only sell you our advice.
- You need not worry about hidden fees or a hidden agenda because, as an RIA, we are required by law to fully disclose any conflicts of interest we have in serving you.
- We earn our fee not by charging you commissions on securities trades like stockbrokers, but by levying a fee for ongoing money management.
- You avoid the conflict of interest which arises when a broker receives better commissions by selling you one product instead of another, or makes money by making more trades in your account.
- As a fee-only financial advisory firm, we do not accept fees from third-party product providers.
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