About Us
Proven Experience You Can Trust
Girard Partners Ltd. is a privately owned registered investment advisor, governed by the U.S. Securities and Exchange Commission (SEC). Founded in 1998 by former executives of Girard Bank (now Bank of New York Mellon), Girard Partners has a solid history and respected reputation for providing creative wealth management strategies for successful entrepreneurs, executives, families, and other successful individuals.
Whether you are an experienced investor or a first-timer, you get the advantage of working with a diverse team of experts, each bringing their own depth of experience in:
Our unique personal attention to our clients is what makes us different. We take the time to get to know you - your goals, values, and visions - and to help you anticipate your financial needs and manage your risk exposure. As our client, you can rely on us to lead you in making the right decisions so you can feel confident about your financial future.
Our People
At Girard Partners, you have access to a team of professionals with a combined 150 years of diversified investment management and trust experience. Each client is assigned a management team so that you can receive the personalized attention and shared resources you need.
Meet our team:
We are a Fee-Only Investment Advisor
As your wealth manager, we are completely independent of all other financial institutions. We work for you. We do not sell proprietary products or underwrite securities. We charge a fee based on a percentage of the assets we manage. With this level of objectivity - and by not holding your assets - we can ensure no conflicts of interest and provide you with more personalized and diversified solutions.
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