Independence

We receive no fees from money managers, brokerage services or other service providers. We only receive hard-dollar fees from our retainer and project clients. Cardinal neither manages fund of funds nor provides direct investment to alternative assets for a fee. We are 100% employee owned.

Expertise

We have created the financial tools and analytics to serve our clients. We use best-in-class asset liability models.

Experience

Over the past decade, we have served numerous insurers and pension funds on investment related issues. Members of our staff have direct experience working within the insurance, pension and non-profit industries and have served on boards.

Service

We are accessible and responsive to our clients. We maintain, and will continue to maintain, a very high consultant-to-client ratio. Any of our clients can speak about their experience with us.