GIRARD PARTNERS LTD. Overview

Girard Partners Ltd. is an investment advisor that manages 604.2 MM dollars in regulatory AUM and has 11 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 300MM in positions, representing 50% of the manager's regulatory AUM.

GIRARD PARTNERS LTD. StockAlpha

-0.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GIRARD PARTNERS LTD. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 5.44% Tech 1.31% -0.04% 0 42%
JNJ 2.13% Health -4.31% -0.02% 0 34%
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GIRARD PARTNERS LTD. Founders and Key Employees

Name Title In Position Since
Kevin B. Norris President, Chief Investment Officer November-2004
Lisa M. Colon Chief Compliance Officer April-2011
Kenneth D. Hochstetler Chief Executive Officer January-2014

GIRARD PARTNERS LTD. Brokers, Custodians, Auditors and Administrators

Type Company

GIRARD PARTNERS LTD. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Girard Partners’ investment philosophy is based on the principals of asset allocation and diversification. The investment philosophy leads to diversification among different asset classes. Investments may include domestic and foreign equities, (exchange listed or over-the-counter), options (covered call writing only), warrants, commercial paper, certificates of deposit, exchange traded funds, real estate investment trusts, mutual fund shares and a variety of fixed income securities including US Treasuries, agencies, mortgage-backed securities, corporate debt and municipal debt.

Girard Partners utilizes a proprietary research process to select stocks, bonds and mutual funds. With respect to equity research, we follow and maintain a list of approximately 80 large cap stocks and base our research on the fundamentals of each company and use our system to ascertain fair value for each holding. Girard also...
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GIRARD PARTNERS LTD. Portfolio Concentration

GIRARD PARTNERS LTD. Location

555 CROTON ROAD
SUITE 210
KING OF PRUSSIA, Pennsylvania
UNITED STATES, 19406

GIRARD PARTNERS LTD. Contact Information

Phone Number: 610-337-7640
Fax Number: 610-337-7644
Website:

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