Lisa M. Colon is now serving in a new position at Girard Partners Ltd.
Mar 27, 2017
Board and Executive Moves
Chief Operations Officer at Girard Advisory Services LLC
In The News
Mar 30, 2017 - The Washington Post
Girard’s investment philosophy is based on the principals of asset allocation and diversification. This philosophy leads to diversification across different asset classes. Investments may include domestic and foreign equities, (exchange listed or OTC), options (covered call writing only), warrants, commercial paper, CDs, ETFs, REITs, trusts, mutual fund shares and a variety of fixed-income securities including US Treasuries, agencies, MBS, corporate debt and municipal debt. The firm utilizes a proprietary research process to select stocks, bonds and mutual funds. Girard uses outside third party research to help with investment analysis. They employ a long-term investment approach and do not attempt to time the markets.