Cardinal Point Investments, LLC is a large advisory firm based in Tualatin. It manages $67.62 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Oregon.
Cardinal Point Investments provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cardinal Point Investments, LLC is $67.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cardinal Point Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Roger Keith Thomas has served as the Chief Investment Officer since 1 Sep 2000. Kenneth Eugene Thomas joined the executive team most recently as the Vice President/Senior Securities Analyst/Portfolio Manager.
The principal office where Cardinal Point Investments, LLC performs its advisory services is located at 8215 Sw Tualatin Sherwood Road, Suite 200, Tualatin, OR 97062, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 503-274-2850 or by fax 503-274-8021. The normal business hours are 8:00am to 5:00pm on Monday - Friday.