ASSET MANAGEMENT

About


At CardinalStone, we offer our clients a broad array of investment products ranging from equities, to fixed income, and commodities. Our objective is to offer investment support and guidance that is responsive to our clients' needs and help deliver long-term value to clients. We serve institutional, high net worth as well as retail clients and we seek to build lasting relationships with all our clients. Our management structure ensures a strong local focus on meeting clients' needs while efficiently leveraging on the capabilities of the Firm's entire platform.

CLIENTS


PRIVATE WEALTH MANAGEMENT

We act as trusted advisors to our clients assisting them to manage their financial affairs for enhancement, consolidation, and inter-generational distribution of wealth.

  • Managed Portfolio: We combine traditional and alternative investments to ensure our clients meet their investment objectives while taking into consideration their risk profile, time horizon and cashflow needs.
  • Financial Planning: We work with our clients to develop a comprehensive financial plan that takes into account the complexity of your financial situation. The process would typically involve getting a detailed understanding of the historical investments, objectives, your investment time horizon and specific risk tolerance level.

INSTITUTIONAL ASSET MANAGEMENT

By understanding the needs of institutions (whether private or public), we provide investment solutions to help achieve their investment objectives while enabling them focus on strategic initiatives of their core business.

  • Gratuity Funds: This enables employers to set aside funds for the payment of employee benefits at their exit from the organization. The fund is managed to ensure maximum returns and liquidity by taking into consideration the retirement profile of the employees.
  • Employee Savings Plans: The welfare of employees is very important to an organization. There is a need to encourage employees to make additional savings through a savings plan. We will work with you to structure a plan which may have more than one strategy taking into consideration the age distribution of the work force.
  • Cash Management: This involves the management of idle cash which may be required at short notice to ensure liquidity while also maximizing investment returns.
  • Cooperatives: We provide investment solutions to cooperative societies to enable them achieve the welfare objectives of their members by.

MUTUAL FUNDS

Coming soon.

Value Proposition


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.

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.

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!

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.

Disciplined Approach

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.

Products


FAQs

Coming soon.