Investment Management

Sound investment decisions begin with reliable research. When it comes to investment selection, Girard Partners has the expertise to 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.

Our Disciplined Process