Products & Services
More than Products, We Deliver Confidence
The goal of every financial advisor is to maintain credibility, act with integrity, and put clients’ needs first. That’s why at Girard Securities we provide truly objective investment guidance as a cornerstone of our support. We deliver the confidence that comes from being able to offer investment products and services from sponsors with exceptional reputations. Great products are not enough however. Girard has also established long-term relationships with the most respected names in the financial services industry to offer you even greater support in your sales efforts. Product categories 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 fully developed programs feature advanced, but user-friendly, technology.
In addition to providing the infrastructure for advisors to successfully run their own fee-based program, Girard offers one-on-one assistance to help you successfully transition and streamline your fee-based practice. We are pleased to 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 are proud of the dedicated advisors who are integral to their success.
Institutional Division
The Girard back-office team excels at supporting the trading needs of representatives in the institutional market. We see it as one of our primary strengths. Through our Institutional Division you have access to sophisticated technology and an experienced staff who work closely with you to provide the support needed for accurate, competitive, timely and efficient trade execution for a wide variety of hedge funds and mutual funds.