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:

The Girard Asset Management Account (GAMA) provides a comprehensive platform for your Advisory practice
  • Mutual funds (load and no-load)
  • Annuities (Variable and Fixed)
  • Insurance (Variable, Term, Whole, Universal, LTC)
  • Equities
  • Fixed Income
  • Exchange Traded Funds (ETF’s)
  • Unit Investment Trusts (UIT’s)
  • Options
  • Retirement and education plans
  • Alternative Investments
  • Asset Management Platforms
  • Third-Party Asset Managers

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.
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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
Girard has partnered with Highland Capital Brokerage, Pinnacle Insurance & Financial Services and CPS Insurance Services, all leading providers of service and support in the Brokerage General Agency industry.  Each firm is highly respected and 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.  They all understand 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