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 06/30/16. The fund's latest filing disclosed 309MM in positions, representing 57% of the manager's regulatory AUM.

GARDE CAPITAL INC. StockAlpha

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Fundamental & Technical Factor Exposure

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GARDE CAPITAL INC. Since Last Filing Return Details

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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...
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GARDE CAPITAL INC. Portfolio Concentration

GARDE CAPITAL INC. Location

1301 FIFTH AVENUE
SUITE 3030
SEATTLE, Washington
UNITED STATES, 98101

GARDE CAPITAL INC. Contact Information

Phone Number: 206-552-7900
Fax Number: 206-552-7909
Website:

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