Girard Advisory Services LLC

Girard Advisory Services LLC

Girard Advisory Services LLC

Overview
Date Founded

1995

Headquarters

555 Croton Road,Suite 210,King of Prussia, PA 19406-3124

Type of Company

Private

Employees (Worldwide)

40

Industries

Investment Services & Portfolio Management

Company Description

Girard Partners' 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.Girard Partners utilizes a proprietary research process to select stocks, bonds and mutual funds. With respect to equity research, they follow and maintain a list of approximately 80 large-cap stocks, basing their research on the fundamentals of each company and using their proprietary system to ascertain fair value for each holding. Girard also uses outside third party research to help with investment analysis. The approved list of securities is maintained by the firm's investment committee, which then determines what investments are added and subtracted from the approved list. Girard Partners employs a long-term investment approach and does not attempt to time the markets. They generally stay committed to their investment allocation and do not seek to liquidate a portfolio to avoid market losses.

Contact Data
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Executives & Employees

Chief Operations Officer

Senior Vice President & Managing Director

Senior Vice President & Managing Director

Director-Business Development

Senior Vice President & Chief Investment Officer

Chief Compliance Officer

Senior Vice President & Wealth Advisor

Senior Vice President & Wealth Advisor

Vice President, Wealth Advisor

Vice President, Wealth Advisor

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Recent Transactions
Details Hidden

Univest Financial Corp. purchases Girard Advisory Services LLC

Awards & Honors
Rank #264
2013
Financial Advisor Magazine - Top RIA Survey
Rank #252
2012
Financial Advisor Magazine - Top RIA Survey
Rank #233
2010
Financial Advisor Magazine - Top RIA Survey
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