Cardinal was formed on September 4, 2001 by three senior investment consulting professionals.

By November of that year, Cardinal had six employees and six retainer clients.

In December 2001, Cardinal completed its registration with the Security and Exchange Commission.

Today, Cardinal has 34 employees who advise over $72 Billion in client assets.

Cardinal has on-going retainer relationships with 48 clients:

• 41 Institutional Taxable (Insurance) accounts
  • 29 property & casualty writers
  • 12 health writers
• 19 Institutional Tax-Exempt accounts
  • 5 non-insurance pension accounts
  • 11 insurance client pension accounts
  • 3 foundation / endowment accounts