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  2. Best Places to Work in Money Management
December 09, 2024 12:02 AM

Cardinal Investment Advisors

Caryl Anne Francia
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    BPTW_2024_Cardinal.jpg

    Cardinal staffers enjoy an outing on the Chicago River.

    Headquarters: Chicago
    AUA: $292 billion as of June 30
    U.S. employees: 46
    Years Won: 2015-2024

    Three cool things:


    • Reimburses employees’ rail passes and parking expenses for commuting to the office, which they are encouraged to work from three days per week. Promotes fun through activities such as scavenger hunts, boat rides and picnics, and events that have featured a masseuse, coffee bar and an omelet breakfast buffet.
    • Provides a 3% safe harbor contribution to employees’ 401(k) accounts, and matches 150% of the first 7% of employee contributions, for a total potential company contribution 13.5%.
    • Observes 17 employer-paid holidays, including time between Dec. 24 and Jan. 1. In addition to inviting children to a Halloween costume party, employees’ spouses are welcome to attend end-of-year holiday celebration, where monetary bonuses are awarded for service based on five-year increments.

    Employees say:


    • “One of the reasons I like working for the organizations is the work-life balance. I am able to get my work completed in a timely manner and also spend valuable time with my family, which is important to me. I also feel valuable in the organization and my opinion matters. No matter what position you hold in the company your voice does matter.”
    • “Flexibility of work schedule and various projects for different clients that are available for everyone within the organization to work on. There are a lot of smart, talented people who work here without agendas or egos. Everyone gets along, and it really is like a family setting as everyone looks out for one another.”
    • “The higher ups are always available to share their knowledge and hear suggestions. The atmosphere is welcoming and team-oriented.”

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