Although we foster direct relationships with direct Cardinal clients, we also encourage financial advisors to work in partnership with us. We recognize that advisors and their clients have often spent years learning about each other and building effective relationships.

We don’t want to end those relationships; we want to leverage them as clients move into high net worth categories and their needs and interests change. Cardinal, advisors, and clients can work together to build upon what advisors and clients have already accomplished together. In partnership, we can achieve success for all stakeholders.

We will work with you and your clients to set up an initial Investment Policy Statement, which will guide the investment decisions for their Cardinal portfolio. And we invite advisors to offer input as we update the statement in accordance with the changing needs and interests of clients.

You can receive the exact same information from Cardinal that your clients do, and you can continue to embrace, grow, and benefit from your longstanding client relationships.