Cardinal Capital Management, Inc. is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
RALEIGH, NC, July 26, 2018 /24-7PressRelease/ — This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.
Applicants were graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.
Founded in 1992, Cardinal Capital is an employee-owned asset management firm that has more than 26 years of experience seeking to generate positive risk-adjusted returns along with personalized client service. Cardinal Capital’s interests are deeply aligned with those of its clients. The firm customizes investment portfolios to suit each client’s specific objectives and risk profile. Cardinal Capital’s studied and individualized approach to value-based investing is designed to offer superior performance in changing market environments.
Cardinal Capital manages U.S. Large Cap equities, Non-U.S. equities, U.S. Small Cap equities and U.S. Fixed Income portfolios for its clients. The firm’s valuation-oriented approach is predicated on selecting individual stocks for investment from those selling at low prices versus historical metrics. Cardinal Capital’s objective is to construct portfolios that are high quality and well-diversified by industry sector with long-term absolute and positive risk-adjusted return potential. “We are highly gratified to be recognized among the nation’s finest investment advisers. Our commitment to deliver long-term positive risk-adjusted returns enables Cardinal Capital to build enduring client relationships,” said Glenn Andrews, CFA, President and Chief Investment Officer at Cardinal Capital.
The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4 billion in assets. The FT 300 Top RIAs hail from 38 states and Washington, D.C.
About Cardinal Capital Management, Inc.
Cardinal Capital Management is an independent, fee-based, registered investment advisor. The company’s clients include individuals, trusts, and foundations. Cardinal Capital Management claims compliance with the Global Investment Performance Standards (GIPS®). A complete list and description of composites and policies for valuing portfolios, calculating performance, and preparing compliant presentations are available by calling (919) 532-7500 or contacting Lisa Wainwright, CPA at [email protected].
Visit our website: cardinalcapitalmanagement.com
The “Financial Times 300 Top Registered Investment Advisers” is an independent listing (“The FT 300”) produced annually by the Financial Times. “FT” and “Financial Times” are trademarks of The Financial Times Ltd. (“FT”). FT is not affiliated with Cardinal Capital Management, Inc. (“Cardinal”). The FT 300 is presented as “an elite group,” not a competitive ranking of one to 300. Cardinal applied for consideration, and the result was independently granted. The results are not based upon information or opinions of participating Registered Investment Advisers’ (“RIA”) clients. Therefore, inclusion on The FT 300 is not representative of participating RIAs’ clients’ experiences. By considering the “SEC compliance record,” eligibility to appear on The FT 300, FT seeks to ensure that a participating RIA has an established and significant history and record free from regulatory sanctions. The FT caps the number of companies from any one state. The cap is roughly based on the distribution of millionaires across the United States. The FT 300 is based on data gathered from RIAs, regulatory disclosures, FT’s research, and/or research conducted on FT’s behalf by “Ignites Distribution Research,” a subsidiary of FT that provides business intelligence on the asset management industry. FT indicates that the methodology used to evaluate inclusion on The FT 300 is quantifiable and objective, and that the participating RIAs had no subjective input in the analysis. To the best of Cardinal’s knowledge: FT does not include RIAs on The FT 300 if the ratings are not statistically valid with respect to any RIA; and there are no facts that would call into question the validity of the inclusion on The FT 300 or the appropriateness of Cardinal’s advertising the same. Cardinal may pay a fee to FT, an affiliate, or an unaffiliated third party in exchange for plaques or article reprints commemorating the designation. While Cardinal would pay this fee after receiving the designation and not as a condition precedent to receiving it, the fact that Cardinal pays any fee with respect to its receipt of the designation should be considered if such designation is a factor in a client or prospective client’s evaluation of whether to initially to engage or continue to engage Cardinal for investment advisory services. Inclusion on The FT 300 is not indicative of Cardinal’s future performance, or any future performance pertaining to its clients’ investments; should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Cardinal is engaged or continues to be engaged to provide investment advisory services; and should not be construed as a current or past endorsement of Cardinal by any of its clients. Other information about The FT 300 list is available here: https://www.ft.com/content/a07f2b38-4d54-11e8-97e4-13afc22d86d4. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Cardinal), will be profitable or equal any historical performance level(s).
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