CARDINAL
Independent, Employee-owned, and Focused
Our mission is to serve institutional investors with unique liability streams by developing, implementing, and sustaining customized investment strategies that best enable our clients to fulfill their investment and operating goals in an independent and conflict-free manner.
HOW WE HELP
We advise insurance, healthcare, retirement, and endowment & foundation institutions.
We offer a complete range of investment consulting services by helping our clients develop, implement and sustain investment strategies to support their operations. Research is paramount to our approach.
Cardinal believes that recognizing and respecting the full spectrum of diversity, advocating and practicing equity, and fostering inclusion is critical to fulfilling our mission. DEI helps to create a dynamic work environment, cultivate best ideas, and drive our industry forward.
Cardinal is a signatory to CFA Institute’s DEI Code and a member of IIDC. Our partnership with both organizations supports our beliefs and mission to best serve our clients.
A Great Place to Work
We are a 100% employee-owned, independent firm focused solely on institutional investment consulting. After over 20 years, this remains our sole line of business. And for 9 years in a row, we’ve been one of Pensions & Investments Best Places to Work.
