A complete list of active advisors currently associated with Cardinal Advisers LLC

Warmer can help you find a great advisor at Cardinal Advisers LLC or one who fits your needs even better.

Cardinal Advisers provides personalized discretionary investment management, one-time or hourly financial planning, and sub-advisory services to unaffiliated registered investment advisers. Its client base includes individuals (including high-net-worth), trusts, and both domestic and foreign entities. Portfolios are constructed using asset allocation, diversification, and periodic rebalancing informed by fundamental, technical, charting, and cyclical analysis. The firm’s discretionary strategies may employ margin, short sales, option writing and other derivatives and make use of exchange-traded products (including Crypto ETFs), foreign securities and private market investments, which require specific risk monitoring. What is distinctive about the firm is its significant non-U.S. client base and the ancillary service of assisting international clients with the formation and ongoing administration of offshore personal holding companies and trust structures. The firm also combines sub-advisory relationships with the use of derivatives and alternative products within separately managed accounts, a mix that is uncommon among peers.

To learn more about the advisors currently working at Cardinal Advisers LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.