A complete list of active advisors currently associated with Girton Capital Management, Inc.

Warmer can help you find a great advisor at Girton Capital Management, Inc. or one who fits your needs even better.

Girton Capital Management provides individualized portfolio management and periodic hourly consultations for individuals, trusts and retirement accounts, and also advises corporations, foundations, pension and profit-sharing plans. The firm notes that it accepts charitable organization clients and tailors portfolios to client-directed socially responsible investment restrictions when requested. The firm follows a research-driven investment approach that emphasizes fundamental analysis (about 90%) supplemented by technical analysis, seeking sustainable growth through socially responsible investment themes such as alternative energy, clean water, organic foods, community banks and women-managed businesses. Portfolios are constructed with diversification across equities and fixed income, managed on a discretionary basis with a “growth at a reasonable price” orientation and attention to macroeconomic factors. Noteworthy among peers, the firm publishes a quarterly Growth Letter that is available by subscription (and free to clients), a periodical offering that is uncommon for independent advisers of this size, and it discloses a formal affiliation to share research and client introductions with another registered adviser. The brochure also highlights a local green-business certification and the firm’s engagement with both institutional and charitable clients—an uncommon mix for independent advisory practices.

To learn more about the advisors currently working at Girton Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
John Girton profile photo John Girton
Larkspur, CA
28
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