a disciplined approach
FOR IDENTIFYING THE RIGHT STRATEGY FOR YOU
We get to know you by identifying your goals, values, and concerns. Based on your desired level of risk and existing portfolio, we can begin to define key objectives to help build an investment strategy.
Investment Strategy Development
Our investment philosophy is based on the fundamentals of asset allocation and diversification with a long-term perspective. Our goal is to customize your investment strategy, while balancing the tax consequences of intended sales and updating you as your assets transfer or become available for us to view.
Investment Strategy Execution
Once the strategy has been developed and the assets have successfully transferred we will set up online account access and review all of our available resources with you.
We are committed to ongoing communication with you and will frequently update you on your investment strategy. In addition, you will receive a monthly statement sent by your custodian, and a quarterly statement containing market commentary, portfolio performance, and management fees 1 .
1. Quarterly statements containing market commentary, portfolio performance, and management fees provided to investment advisory clients of Girard Partners, Inc.