Wealth Management Services

Investing

Investing with Cardinal

At Cardinal, 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:

• Equities
• Fixed Income
• Cash Management
• Collective Investment Funds
• Mutual Funds
• ETF's
• Alternative Investments

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.

Contacts

• 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