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Portfolio Management 101

February 18, 2022

What is portfolio management and why is it important? In this 5-minute video, Timothy Chubb, Chief Investment Officer, and Brian Hungarter, Vice President and Wealth Advisor, discuss the basics of designing and managing a portfolio and the approach we take at Girard. 

If you’re looking for guidance or assistance with your financial plan, the advisors at Girard are here to help. Contact us to have a conversation.
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