A complete list of active advisors currently associated with Cardinal Capital Management, Inc.

Warmer can help you find a great advisor at Cardinal Capital Management, Inc. or one who fits your needs even better.

Cardinal provides investment advisory services to a broad client mix that includes individual retail and high‑net‑worth investors, business entities, pension and profit‑sharing plans, trusts, estates and charitable organizations. It offers discretionary and non‑discretionary portfolio management alongside financial planning, estate and insurance planning, and investment and non‑investment related consulting. The firm’s investment process emphasizes fundamental analysis and a long‑term purchase orientation, allocating primarily among equities and fixed income with supplemental use of mutual funds and exchange‑traded funds while treating cash as an asset class and monitoring portfolios on an ongoing basis. Cardinal also licenses portfolio models and serves as a sub‑advisor or separate‑account manager to pooled investment vehicles and third‑party managers, implementing strategies while custodians or program sponsors typically retain the direct client relationship. Several features distinguish Cardinal from many multi‑team peers: its principal office is located outside the United States and it maintains a significant non‑U.S. client base, and it manages assets for less common institutional clients such as insurance companies and state or municipal government entities as well as pooled investment funds. The firm also limits certain advisory offerings—such as financial planning—to non‑U.S. investment management clients, and operates at scale with roughly $4.0 billion in assets under management, 16 advisors and over 3,000 client accounts.

To learn more about the advisors currently working at Cardinal Capital Management, Inc., 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.