There's been a lot of excitement centered around this roll-out.
San Diego, CA (PRWEB) August 08, 2014
Independent Broker/Dealer Girard Securities has released a new fee-based platform for its advisors. This new turnkey asset management platform offers Girard Advisors over 50 strategies from a wide variety of top-tier investment strategists including Loring Ward’s DFA strategies, SEI’s Dynamic Asset Allocation, and AssetOne’s Tactical Yield. This platform is available on both Pershing and National Financial Services’ clearing firms.
“We wanted to offer our advisors an inexpensive platform where their clients could take advantage of actively managed investment models from well-known strategists, with the flexibility to invest in multiple strategies,“ said Susie Tietjen, Girard’s CEO, “and we’ve achieved these goals and more with SelectOne.”
SelectOne is fully integrated within “Girard Access,” the firm’s main technology hub for advisors and can be managed from the customized dashboard. Advisors are able to open and fund accounts completely paperlessly, using electronic forms that can be digitally signed by the client.
“There has been a lot of excitement centered around this roll-out,” said David Bombart, VP of Business Development,“ and we’re thrilled to be able to offer another robust platform for our advisors and their clients.”
About Girard Securities
Girard Securities is one of the nation’s top 10 independent broker-dealers* with more than 230 independent advisors responsible for over $10 billion in client assets, and has recently won Laserfiche’s Run Smarter award for back office workflow. For more information about Girard visit http://www.JoinGirard.com. Member FINRA/SIPC.
*Source: Rep Magazine, WealthManagment.com 3/20/2014