Investment Management

Investment Management is one aspect of financial planning. Cardinal Retirement Planning provides our clients with professional money management through independent custodians. By leveraging our independent relationships, Cardinal can pass on the cost savings to our clients.

  • We utilize nationally-recognized custodians: TD Ameritrade Institutional, Charles Schwab and Pershing

Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus.