| Wealth Management Services |
| Investing |
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At Cardinal Trust and Investments, we use a customized approach to investment management providing our clients with discretionary investment portfolios unique to their specific needs, objectives and risk tolerance. We provide the ability to tap into the market's top managers and sophisticated investment options including:
- Investment management and trust services for:
- Individuals
- Companies and Institutions
- Foundations
- Endowment Plans
- Not-for-Profit Entities
- Trust Administration
- Trustee
- Co-Trustee
- Successor Corporate Trustee
- Directed Trustee
- Investment and cash management portfolio services
- Estate administration and settlement services
- Agent for executor and/or trustee services
- Personal and institutional custody and safekeeping services
Additionally, Wilson/Bennett Capital Management, our registered investment management company, offers individual equity management for our income and total return oriented clients.
For more information on Wilson/Bennett Capital Management, click here.
Our investment services are aimed at providing individuals, corporations, charities and foundations with the highest levels of personalized service. Building wealth through trust.
- Telephone: 703.848.2175 or 703.584.3400
- Office Locator
- Email: Complete this request form and someone will contact you.
Investments
Not FDIC Insured • Not Bank Guaranteed
May Lose Value
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