Girard, a Univest Wealth Division: Zeroing in On Quality
CIO Timothy Chubb lays out the firm’s investment philosophy, from exposure to international equities to extreme caution on evergreen funds.
Girard, a Univest Wealth Division, got its start over 30 years ago as Girard Partners, Ltd, a King of Prussia, Pa.-based RIA. After amassing $500 million in AUM over two decades, it caught the eye of Uni...
The strongest version of Girard’s narrative is its disciplined focus on quality, diversification, and risk management. The firm’s emphasis on individual equity strategies to lower costs and manage taxes aligns with a client-centric approach, particularly for high-net-worth individuals. Their cautious stance on alternatives like crypto and evergreen funds reflects a prudent risk-averse philosophy, prioritizing transparency and liquidity. The rigorous due diligence process for third-party managers...
