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Cardinal Wealth Management
Cardinal Wealth Management
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      • Investment Planning
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  • Home
  • What We Do
    • Trust Services
    • Financial Planning
    • Business Planning
    • Investment Management
    • Investment Planning
    • Portfolio Development
  • Contact Us
  • Client Login
  • Policy
  • FAQ

Please allow us to personalize your INVESTMENTS TO YOUR GOALS

INVESTMENT MANAGEMENT

 Investment management refers to the professional management of assets, such as stocks, bonds, real estate, and other securities, on behalf of our investors. The goal of investment management is to generate returns and grow the value of the assets while managing risks and meeting the client's specific investment objectives. 

types of securities

Stocks

Treasury Notes

Stocks

 Stocks, also known as shares or equities, represent ownership in a company. When you buy stocks, you become a shareholder and have a claim on the company's assets and earnings. Investing in stocks can be a way to potentially grow your wealth over the long term.   

Bonds

Treasury Notes

Stocks

 Bonds are fixed-income securities that represent a loan made by an investor to a borrower, typically a government or corporation. When you buy a bond, you essentially lend money to the issuer in exchange for a periodic interest payments and the return of the principal amount at maturity. 

Treasury Notes

Treasury Notes

 Treasury notes, also known as T-notes, are fixed-income securities issued by the U.S. Department of the Treasury to finance the government's borrowing needs. They are considered to be one of the safest investments in the market as they are backed by the full faith and credit of the U.S. government.  

Mutual Funds

 Mutual Funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of securities, such as stocks, bonds, and other assets. They are managed by professional fund managers who make investment decisions on behalf of the investors. 

PRIVATE PLACEMENTS

PRIVATE PLACEMENTS

Private placement refers to selling securities to a select group of investors, high-net-worth individuals, or private equity firms in a private offering rather than through a public offering. It is a way for companies to raise capital without going through the process of registering their securities with regulatory authorities and making them available to the general public.

ETF

PRIVATE PLACEMENTS

ETF stands for Exchange-Traded Fund. It is a type of investment fund that trades on stock exchanges, similar to individual stocks. ETFs are designed to track the performance of a specific index, sector, commodity, or asset class.

Our Partners


This material is for informational purposes only. It is not intended to provide any financial planning or wealth management advice or recommendation. Please consult a qualified financial advisor before making decisions about your personal financial situation.  Investment advisory services are offered through Cardinal Wealth Management, LLC, a Registered Investment Advisor in the State of Florida. Fixed insurance products are offered by and guaranteed by the stated issuing company. Our representatives can be compensated on a fee basis, commission basis, or both depending on the scope of the client-planner engagement. 


 To learn more about Cardinal Wealth Management, LLC and its financial professionals, visit  FINRA BrokerCheck®. 



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