What is Girard Partners Investment style or Philosophy?
Our investment philosophy is based on the fundamentals of asset allocation and diversification. We question our clients on how they feel about risk, and based on those results, we define an individual strategy for each client. Our philosophy will diversify you among different asset classes (foreign, U.S. small & large stocks, REITS, bonds) based on a predetermined percentage. We also believe in and deploy diversification strategy based on economic sectors, i.e. financial, consumer, and energy.
