Cardinal Investment Advisors

On September 4th, 2011 Cardinal Investment Advisors celebrated its 10 year anniversary. Although a small milestone in what we hope is a much longer story, we are thankful for what we have and look forward to great things for our company and our clients.

Looking back, we have stayed true to original intentions by growing at a controlled rate of 3-5 clients per year.

Today, Cardinal has on-going retainer relationships with 48 clients:

41 Insurance accounts
• 29 property & casualty writers
• 12 health writers
16 Retirement accounts
• 5 non-insurance pension accounts
• 11 insurance client pension accounts
3 Foundation / endowment accounts

Cardinal seeks to attract and retain an experienced, hard-working, and service-minded team of professionals.

As our client base has grown, we have made the necessary commitments to resources in order to maintain a high level of client service.

The goal is to remain accessible, responsive partners to our clients.

Recognizing we would not be here today solely as a result of our own efforts, we would like to thank those who have guided and supported us along the way:

To our clients, thank you for your confidence and trust, the challenges that expand our abilities and for your continued loyalty.

To our fellow employees, thank you for your tireless work ethic, collective team spirit, and good natured fun you bring to the workplace.

To our friends and families, thank you for encouraging words and actions, adapting to our work and travel schedules, and keeping us grounded.