GIRARD PENSION SERVICES, LLC

Overview

Girard Pension Services, LLC is an institutional-focused RIA that provides discretionary portfolio management and pension consulting services for businesses and institutional clients. The firm bills on a percentage-of-AUM basis and directs most client assets toward pooled public vehicles—primarily mutual funds and other public funds—rather than direct single-stock exposure. It does not position itself as an active ESG investor and is not registered as a multi-state adviser. Since its SEC registration in 2002, Girard Pension Services has operated as a limited liability company serving a discrete roster of institutional sponsors, using traditional fixed income and pooled-equity solutions to meet plan objectives while supplementing those core allocations with selected alternative real estate exposure and contract-based products where appropriate. Girard’s business profile and affiliations include relationships with broker-dealers, trust companies, insurance firms, banking or thrift institutions and other investment advisers, which supports a service mix aimed at plan governance, manager selection, and outsourced discretionary management for pension clients. The firm emphasizes delegated asset management for institutional balance sheets and pension liabilities, combining mutual fund and corporate debt allocations with annuity and real estate exposure to align with liability and return targets.

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