CardinalStone Balanced Fund
CardinalStone Asset Management
About CardinalStone Balanced Fund
The CardinalStone Balanced Fund is an authorized open-ended collective investment scheme registered with the Securities and Exchange Commission. The Fund will be governed by a Trust Deed. As an open-ended fund, units of the Fund will be continuously issued to investors and the units held by investors will be redeemable through the Fund Manager, CardinalStone Asset Management Limited.
Requirements for savings
- Utility Bill of Applicant (Water Rate, Tenement, Rent Receipt or Power)
- Recent Passport Photograph
- Valid means of identification (Int'l passport, Driver’s license, National ID, Voter’s card)
States Covered
Provider Details
About provider
We offer a broad range of investment products ranging from equities to fixed income and alternative investments. Prior to obtaining our license, our firm provided fund management services operating under CardinalStone Partners Limited.
The Company’s objective is to offer investment support and guidance that is responsive to our clients’ needs and deliver long-term value to clients. We serve institutional, high net worth and retail clients, and seek to build lasting relationships with our clients.
About CardinalStone Balanced Fund
The CardinalStone Balanced Fund is an authorized open-ended collective investment scheme registered with the Securities and Exchange Commission. The Fund will be governed by a Trust Deed. As an open-ended fund, units of the Fund will be continuously issued to investors and the units held by investors will be redeemable through the Fund Manager, CardinalStone Asset Management Limited.
Requirements for savings
- Utility Bill of Applicant (Water Rate, Tenement, Rent Receipt or Power)
- Recent Passport Photograph
- Valid means of identification (Int'l passport, Driver’s license, National ID, Voter’s card)
States Covered
Provider Details
About provider
We offer a broad range of investment products ranging from equities to fixed income and alternative investments. Prior to obtaining our license, our firm provided fund management services operating under CardinalStone Partners Limited.
The Company’s objective is to offer investment support and guidance that is responsive to our clients’ needs and deliver long-term value to clients. We serve institutional, high net worth and retail clients, and seek to build lasting relationships with our clients.
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