WELCOME TO CARDIFF PARK ADVISORS
Cardiff Park Advisors is a fee-only investment advisor specializing in passive and index portfolio management. We help our clients reach their long-term financial objectives with goal-based portfolios, unbiased advice, a fiduciary approach, and a proven investment strategy rooted in Nobel prize-winning research.
Our experienced team offers full-service support to individual investors, families, trusts, endowments and businesses with $1 million or more to invest.
Our company has been registered with and regulated by the Securities and Exchange Commission (SEC) since 2006. As of Q4 2021, assets under management are approximately $2.4 billion.
Our Client Relationship Summary is available here: (ADV 3 - FORM CRS). For additional information on our advisory services, see our Brochure available at https://adviserinfo.sec.gov/firm/summary/126752. References are available by request. Links to a detailed description of our fees and services and articles on a variety of investment topics are available elsewhere on this site.
Cardiff Park is among a select group of advisors qualified to provide access to Dimensional Fund Advisors (DFA), a leader in passive investment research and fund offerings (Read why DFA is our preferred fund partner). We also recommend index funds and selected ETFs from Vanguard, Fidelity and Schwab as well as individual maturity fixed income securities including CDs, Treasuries, and Corporate and Municipal bonds for laddered maturity portfolios.
Cardiff Park does not accept custody of client funds or securities. Securities are held by brokerage firms that carry SIPC and other private insurance, including TDAmeritrade, Schwab, and Fidelity.
To learn about our strategy and thinking, please read our informative website (About Us). Learn about our founder and principal, John Gorlow, and why he created Cardiff Park Advisors (How Wall Street Formed Me). To begin a conversation, please complete the contact form below. We’re here to help when you’re ready.