A complete list of active advisors currently associated with Cardinal Mark LLC
Warmer can help you find a great advisor at Cardinal Mark LLC or one who fits your needs even better.
Cardinal Mark provides discretionary investment management and financial planning services to individual clients, including high-net-worth individuals, and also offers hourly investment consulting and goal-based planning on a project basis. Services include portfolio construction, ongoing account management, and written financial planning deliverables. The firm’s investment process blends quantitative optimization and computer-based risk/return analysis with technical analysis and third‑party research, and it invests across individual equities, exchange-traded funds, mutual funds, and fixed income (including municipal securities). Accounts are managed with discretionary authority, subject to written client-imposed restrictions, and clients are contacted at least annually to reassess objectives and risk tolerance. Distinctive aspects in the brochure include a relatively compact client roster supported by approximately $12.1 million in discretionary assets, the use of an institutional custody and trading platform that provides practice‑management and research benefits to the adviser, and a stated policy of not participating in wrap programs or soft‑dollar arrangements. The firm also forwards proxy materials to clients for their voting rather than voting proxies on clients’ behalf.
To learn more about the advisors currently working at Cardinal Mark 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.
Name |
Location |
Years of experience |
|---|---|---|
Glencoe, IL
| 26
|
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