Girard, Pilkey & Associates Wealth Management
Disciplined Expert Investment Management
Girard, Pilkey & Associates Wealth Management specializes in managing large portfolios — it's our focus, not a sideline. By concentrating our efforts on larger asset levels we are intimately familiar with the unique risk, tax, cash management and reporting needs of larger asset levels and the most appropriate structures and investments to utilize.
With us, you don't get recommendations for timing the market, aggressively trading stocks, or chasing the hot sector. Instead, we focus on disciplined portfolio management aimed at achieving consistent above-average risk adjusted investment returns. Returns that will support your lifestyle today, if needed, and in the future as your life evolves.
Our investment approach is founded not on selling products, but on real world experience and unbiased academic research from some of the leading universities around the world. This is the same experience and research that successful institutional investors have been following for years. As such, Girard, Pilkey & Associates has specifically been structured with a fee-based compensation method and open-architecture investment capabilities so we can construct and manage portfolios in the same manner followed by multi-billion dollar pension and endowment funds.
Like all institutional portfolios, we adhere to the following criteria:
Applying Modern Portfolio Theory tenets, client portfolios are then constructed by:
Once developed and implemented, each client’s portfolio is managed and monitored with constant supervision. And each client works directly with their portfolio manager to ensure the portfolio strategy always reflects their objectives, needs and comfort.