Lisa M. Colon

Chief Operations Officer at Girard Advisory Services LLC

Lisa M. Colon

Lisa M. Colon

Chief Operations Officer at Girard Advisory Services LLC

Overview
Career Highlights

Girard Advisory Services LLC
Abacus Wealth Partners LLC

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Senior Vice President & Managing Director at Girard Advisory Services LLC

Relationship likelihood: Strong

President & Chief Executive Officer at Everence Capital Management, Inc.

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Former Vice President & Wealth Advisor at Girard Advisory Services LLC

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Professional at TriState Capital Holdings, Inc.

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Former Portfolio Manager & Financial Analyst at Girard Advisory Services LLC

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Investment Advisor Representative at Girard Advisory Services LLC

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Senior Vice President & Chief Investment Officer at Girard Advisory Services LLC

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Director-Business Development at Girard Advisory Services LLC

Relationship likelihood: Strong

President-Wealth Management at Univest Bank & Trust Co.

Relationship likelihood: Strong

Vice President & Wealth Advisor at Girard Advisory Services LLC

Relationship likelihood: Strong

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Lisa M. Colon
Chief Operations Officer at Girard Advisory Services LLC
Career History
Chief Operations Officer
2011 - Current

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.

Chief Compliance Officer
2014 - ?

Part of Univest Financial Corp., TCG Investment Advisory, Inc. is a company headquartered in Allentown, PA. The firm provides investment advice.

Chief Operating Officer
Prior

Abacus Wealth Partners (AWP) employs an asset class investing approach. The firm looks at the performance of various asset classes over long periods of time to determine sector allocations for their models, then chooses no-load mutual funds to obtain the appropriate exposure to those asset classes. Their investment approach is based on the assumption that the securities markets are generally efficient. AWP does not engage in stock picking, believing that a well-diversified portfolio will outperform an actively managed portfolio over most full market cycles. They firm also does not engage in market timing, maintaining client allocations during all market cycles. AWP chooses investments based on their investment philosophy, which is grounded in investment research. They believe the markets are generally efficient and that stock picking and market timing cause dramatic underperformance for most managers. AWP generally utilizes passive institutional funds that are not available to the general public, and which capture the benefits of indexing while avoiding its drawbacks. These passive institutional funds serve as the core investment recommendations. The firm's core investment portfolios include exposure to equities and alternatives such as commodities. The sector allocations are most often accomplished through the selection of appropriate mutual funds.For accredited investors with significant investment, AWP offers the opportunity to invest in private investments. The firm applies environmental sustainability screens to certain mutual fund investments they manager for clients. Clients with significant investment assets may choose to have their investments screened by various social criteria. AWP works with an institutional investment advisor to implement these social screenings.

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