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 24 employees who advise over $52 Billion in client assets.

Cardinal has on-going retainer relationships with 34 clients:

• 31 Insurance accounts
  • 26 property & casualty writers
  • 5 health writers
• 12 Pension accounts
  • 3 non-insurance pension accounts
  • 9 insurance client pension accounts