The process begins with emails and a telephone meeting. If you decide to choose us as your advisor, we will review your financial situation and design a portfolio as described elsewhere on this site. Cardiff Park will oversee the process of opening new accounts and transferring funds.

Cardiff Park does not accept discretion over our clients’ assets. Therefore, we do not place trades without approval from the client. Should you or your family members own annuities, we can provide access to Dimensional Fund Advisors vehicles through no-load annuity provider Aegon/People’s Life.

Cardiff Park does not take custody of your funds. They are held by brokerage firms that carry SIPC and other private insurance. Client assets can be held at the institutional wing of Ameritrade, Schwab, Fidelity or Fiserv.

We Look Forward to Hearing From You!

	Phone Us For questions call us at (760) 635-7526. We take calls Monday to Saturday 7:00 a.m. to 6:00 p.m. PST.
	Chat with Us We are online Monday to Friday 7:00 a.m. to 5:00 p.m. PST.
	E-mail Us Send a question via e-mail. If we cannot quickly answer your question we will let you know.