Our Philosophy & Approach

Our Philosophy

No matter what type of investment you pursue, a strategic focus is what separates the successful from the mediocre. You'll find that the professionals at Girard Partners are accomplished veterans in devising strategies for each asset class and style. We take into account your goals and constraints, risk tolerances, time horizons, and income needs. We emphasize asset allocation as the most important factor affecting your portfolio performance.

Our Approach

Sound investment decisions begin with reliable research. We conduct exhaustive research in-house using our own proprietary software. Our experienced analysts apply a combination of fundamental data (an analysis of the economy, an industry, or individual company) and technical data (using historical market data to anticipate market trends) when evaluating investment decisions. You benefit from a thorough and unbiased investment analysis that matches your unique requirements.

When it comes to investment selection, Girard Partners has the expertise to quickly and easily identify the best options for your lifestyle. In addition to our proprietary research, we have a dedicated Investment Committee whose task is to properly allocate assets and find investments with consistent above-average growth. Our Approved Investment List, managed against the S&P 500, is the starting point for managing your individual portfolio. Furthermore, our institutional status allows us to offer investment choices that are not widely available to the average investor. Girard Partners does the legwork for you, and it's based on the most current facts.