Tailored Investment Strategy
Whether you are a conservative investor or an aggressive investor, we have a plan that suites you. We take your risk profile and investment horizon into consideration in recommending or designing a plan for you. By completing our investment questionnaire, you help us get a strong sense of what type of investor you are. Our goal is simply to help you consistently achieve your investment objectives, regardless of the prevailing market conditions.
We help clients build portfolios tailored to their specific investment needs based on sound investment and risk management principles that have withstood the test of time.
Diversification across Asset Classes
We manage investments across various asset classes - equities, fixed income, currencies, real estate and other alternative investment products.
Competitive, Transparent Fee Structure
Our fee structure is simply based on assets under management, which aligns our incentives with our clients' best interests. Our fees are often lower than what our clients were previously paying and better still, you know what you are paying from the start!
Direct, Proactive Customer Service
With us, you're not simply another client. You get proactive service from your own Investment Counsellor who knows you by name and keeps you up-to-date on any important changes on your account. You'll hear from us regularly, on an ongoing basis, and not because we have some new product to sell. Our goal is to help you understand exactly what is going on with your account and why, so you always stay informed on the status of your portfolio.
First Class Online Access
We grant all clients online access to their accounts. This keeps our clients informed about transactions that occur on their accounts and ensures complete transparency. You hardly get that anywhere else in our market. At CardinalStone, we pride ourselves in our ability to serve you with the utmost integrity and transparency.