On September 4th, 2021 Cardinal Investment Advisors officially celebrated 20 years of serving our clients.…
Karla joined Cardinal in 2021 after transitioning from her role as an Operations Analyst with NISA Investment Advisors. Her primary role is providing performance analysis on behalf of clients. Karla received her B.S. in Finance and B.A in Foreign Language International Trade with minors in Economics and German from Southern Illinois University Carbondale.
Amber joined Cardinal in August of 2021. She supports several clients in providing pivotal performance analysis and assists with ad hoc requests. Prior to joining Cardinal, she worked as an investment due diligence associate. Amber holds a BSBA in Finance and Management and Information Systems and a Minor in Mandarin Chinese from the University of Arizona in Tucson, AZ.
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.
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