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Products and Services  PDF Print E-mail

At Girard, we understand that providing truly objective investment guidance is a key element of being independent. You need the credibility that comes from being able to offer investment products and services from sponsors with exceptional reputations.

With product itself not being enough, Girard has established relationships with the most respected names in the financial services industry to offer you even greater support in your sales efforts.

 

Some of the products available through Girard include:

 

  • Load and no-load mutual funds
  • Variable and fixed annuities
  • Term, whole, universal, and variable life insurance
  • General securities, including equities, fixed income, exchange traded funds (ETFs) and options
  • Retirement and Education Plans
  • A broad menu of alternative investments, including REITs, oil & gas, equipment leasing, 1031 exchanges, hedge funds, commodity funds and managed futures

Advisory Services

The Girard Asset Management Account (GAMA), Girard's fee-based program, provides the entire infrastructure you need to operate virtually any type of fee-based asset management practice.  From marketing assistance and advisory agreements, to investment research and web-based client performance reporting, our state-of-the-art programs are on the cutting edge.

 

In addition to providing the infrastructure for advisors to successfully run their own fee-based program, we offer assistance to help you successfully transition and streamline your fee-based practice. We offer a consultative approach for advisors requesting guidance in the following areas:

  • Fee-based introduction and review
  • Positioning fee-based advantages to clients
  • Existing account evaluation
  • Advisor pricing comparison
  • Unbiased product and allocation review 
  • Model allocation assistance
  • Knowledge of competitive marketplace
  • Advent demonstrations

Insurance Services

Our insurance partner, CPS Insurance Services is one of the leading providers of service and support in the Brokerage General Agency industry. CPS has the relationships, experience and expertise to assist you in the case design, case processing and management of your life insurance, disability insurance, long term care, and fixed annuity needs. CPS understands the market and its ever-changing targets, they know the level of service and support you expect and deserve, and they are proud of the dedicated people who are integral to their success.

 

Institutional Division

Girard's back office can support the trading needs of representatives in the institutional market. Through our Institutional Divsion you will have access to state of the art technology and experienced staff who work with you, as a team, to provide you with the support you need for accurate, competetive, timely and efficient execution.  Girard's institutional representatives providing trading services to a wide variety of hedge funds and mutual funds. 

 

 

 

 
 

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