Investment Strategies

We believe the longevity of our track record, which spans over 40 years, is a testament to our success in meeting our clients’ investment objectives.Bob

Investment Strategies

Core Equity Strategy

Guardian’s Core Equity Strategy invests in the stocks of large, multinational companies that use shareholder capital in a disciplined way, have strong financial strength, attractive valuations, an above market dividend yield and good prospects for increasing dividends. The strategy selects 30 to 35 stocks from the 2,000 largest companies traded on domestic exchanges.

Covered Call Strategy

Guardian’s Covered Call Strategy is a conservative option strategy used to generate additional income from an all-stock portfolio of our Core Equity Strategy. A covered call strategy involves an investor holding a long position in a publicly traded stock who then writes (sells) call options on the stock. Learn More

Balanced Strategy

Guardian’s Balanced Strategy invests in the stocks of large, multinational companies as well as high credit quality bonds. Stocks from the Core Equity Strategy are coupled with a bond allocation that consists of high quality government, municipal and corporate bonds. Portfolios typically consist of 60-70% allocation to stocks. Learn More

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