| Wealth Management Services |
| Trust Services |
 |
Cardinal Trust and Investments works with a broad range of individual and corporate clients including, pension funds, financial institutions, foundations, accountants, attorneys, investment advisors, and a variety of mutual funds and corporations. Cardinal Trust and Investments operates locally offering full fiduciary services for both individuals and businesses. These services include:
- Trusts
- Wills and Estates
- Custody Services
- Investment Management
- Retirement Plans
Our record keeping systems enable us to customize to your unique needs. Our systems automate the interactive processes required by the financial services marketplace, linking asset managers, brokers, dealers, stock exchanges, banks, settlement agents and custodians.
You can reach us at 703.848.2175 or 703.584.3400 or:
Click here to fill out a contact request form.
Investments
Not FDIC Insured • Not Bank Guaranteed
May Lose Value
|
