Cardinal Investment Advisors Identified As Top Insurance Investment Consultant Firm in North America

Cardinal Investment Advisors is pleased to have been identified as the largest insurance investment consultant firm in North America in the Insurance-focused Investment Consultant Compendium 2021 Edition. Cardinal serves 53 insurance companies, with general account assets in excess of $241 billion, making it the largest insurance consulting firm in North America.

The Insurance-focused Investment Consultant Compendium 2021 Edition by Eager, Davis & Holmes LLC gives evidence that insurance companies have a strong and continued reliance on investment consultants. Consultant-advised insurance assets have grown substantially throughout the past five years and totaled over $2.7 trillion on a global basis at the end of 2020.

According to the Compendium, insurance companies using consultants total 495 companies, including 343 in North America. Consultants’ profiles presented in this report demonstrate that consultant firms serve various industry niches in terms of insurer business lines, region, and company size. 

Cardinal Investment Advisors is a 100% employee-owned, independent firm focused solely on institutional investment consulting. After 20 years, this remains their sole line of business. Cardinal’s mission is to serve institutional investors with unique liability streams by developing, implementing and sustaining customized investment strategies that best enable their clients to fulfill their investment and operating goals in an independent and conflict-free manner.

Interested in learning more? Contact Cardinal Investment Advisors here.