Cardinal Trust Culture and Values
The Client Comes First.
We guard our fiduciary duty to the client and trust beneficiaries with every decision we make.
We know it’s not enough to say we’re relentlessly client-focused—we prove it every day, through competence, adaptability, ingenuity and first-class trust operations technology. Our approach is grounded in a deep understanding of our clients. For each client, we craft a customized strategy around immediate needs, long term needs, reasonable budget, and a compassionate fiduciary approach. We’re not your typical high-brow trustee. We genuinely care about you and how we can serve to enhance your life situation. We find that most people selecting a trust company are as interested in the culture and values of the company as they are about the services and fees of the trustee. We operate under a Code of Ethics and Standards of Practice provided by the National Guardianship Association. All employees that provide fiduciary services have received the National Certified Guardian designation.
We Always Have Someone Looking over our Shoulder
Government Regulators, Qualified Board of Directors, Trust Committee Approving Discretionary Distributions
Competence and Experience... they always go hand in hand.
Over 50 years of combined fiduciary experience with our knowledge of the Uniform Trust Code, Uniform Probate Code, Uniform Prudent Investor and Uniform Principle and Income statutes. We are required to attend continuing education and continuing legal education courses throughout the year as it relates to the administration of trust and estates.
Trust Services