The Fixed Income Account is designed for clients that seek capital preservation and stable growth. For additional information, please contact us.Subscribe here
At CardinalStone, we offer our clients a broad array of investment solutions ranging from equities, to fixed income, and alternative investments. Our objective is to deliver long term value by offering investment support and guidance that is responsive to our clients’ needs.
We serve institutional, high net worth as well as retail investors and we seek to build lasting relationships with all our clients.
Private Wealth Management
We act as trusted advisors to our clients in the management of 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 with consideration to their risk profile, time horizon and liquidity needs.
Financial Planning: We engage in a comprehensive evaluation of our client’s financial situation and provide appropriate investment solutions.Talk to an Investment Advisor
Institutional Asset Management
Institutional investors can focus on optimizing their primary business whilst we provide the requisite investment management solutions.
Gratuity Funds: Employers can 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: We provide structured and convenient savings plan for employees in an organisation to meet their financial objectives.
Liquidity Management: We help manage and maximize returns on idle cash that may be required at short notice.
Cooperatives: We provide investment solutions to cooperative societies to enable them to achieve the welfare objectives of their members.Contact Us