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Girard

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.
 
 
This article or report is for general information purposes only and is not intended to provide legal, tax, accounting or financial advice. The information in this article or report, and any opinions expressed therein, do not constitute a recommendation or an offer to buy or sell any security, financial instrument or financial service. Viewers should consult with their financial and/or legal professionals before making any financial decisions.