GARDE CAPITAL INC. Overview
Garde Capital Inc. is an investment advisor that manages 541.2 MM dollars in regulatory AUM and has 8 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/14 to 09/30/19. The fund's latest filing disclosed 642MM in positions, representing 119% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/14 to 09/30/19. The fund's latest filing disclosed 642MM in positions, representing 119% of the manager's regulatory AUM.
GARDE CAPITAL INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GARDE CAPITAL INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VUG | 12.04% | ETF | 15.16% | 0.35% | 1 | 5% | ||
| VTV | 11.78% | ETF | 8.14% | -0.27% | 0 | 9% | ||
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FEATURED IN
GARDE CAPITAL INC. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jeffery L. Lippens | President & Treasurer | September-2009 |
| Thomas R. Owens | Vice President | September-2009 |
| Richard S. Severs | Chief Compliance Officer | September-2009 |
GARDE CAPITAL INC. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GARDE CAPITAL INC. Investment Strategy
Item 8)
This section of the brochure explains how we formulate our investment advice and manage client assets.
Methods of Analysis
Our investment philosophy combines the traditional academic principles of modern portfolio theory with recent developments in the field of behavioral finance to help our clients get the most out of their investment assets. Our goal is to efficiently harness the risk premiums provided by the global capital markets and deliver this to our clients at a competitive price. Every portfolio is separately managed to meet the risk management needs of each client.
In order to help manage risk, a portfolio must be properly diversified at all times. As modern portfolio theory would dictate, this means not simply owning a large number of stocks and bonds, but spreading investment assets over many different types of stocks and bonds each of which may behave differently in response to varying economic and market conditions. By building a portfoli...
Unlock Full Investment Process Description
This section of the brochure explains how we formulate our investment advice and manage client assets.
Methods of Analysis
Our investment philosophy combines the traditional academic principles of modern portfolio theory with recent developments in the field of behavioral finance to help our clients get the most out of their investment assets. Our goal is to efficiently harness the risk premiums provided by the global capital markets and deliver this to our clients at a competitive price. Every portfolio is separately managed to meet the risk management needs of each client.
In order to help manage risk, a portfolio must be properly diversified at all times. As modern portfolio theory would dictate, this means not simply owning a large number of stocks and bonds, but spreading investment assets over many different types of stocks and bonds each of which may behave differently in response to varying economic and market conditions. By building a portfoli...
Unlock Full Investment Process Description
GARDE CAPITAL INC. Portfolio Concentration
GARDE CAPITAL INC. Location
1301 FIFTH AVENUE
SUITE 3030
SEATTLE, Washington
UNITED STATES, 98101
SUITE 3030
SEATTLE, Washington
UNITED STATES, 98101
GARDE CAPITAL INC. Contact Information
Phone Number: 206-552-7900
Fax Number: 206-552-7909
Website: http://www.gardecapital.com
Fax Number: 206-552-7909
Website: http://www.gardecapital.com
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