Based in the Detroit suburb of Farmington Hills, GPM is an independent, employee-owned portfolio management and advisory firm founded in 1993 by Timothy Griffin.
Tim leads the research and portfolio management efforts of a well-focused team with more than seventy years of combined experience managing money for and advising a diverse base of private clients.
Our client stock and balanced portfolios are actively managed and built on a solid foundation of approximately 30 mostly large, high ROE individual companies with a history of growth and dividend increases.
We manage money for private clients and advise on critical financial planning and investing decisions. We listen and learn. Our advice is holistic and tailored to you and your peace of mind. We treat you, your family and other advisors with respect. We are easy to work with, accessible and responsive.
GPM’s wealth management guidance varies by client, depending on their life situations. Some examples include preparing projections that put retirement planning in clear financial context, evaluating employer sponsored investment plans and devising strategies to exercise options and/or sell employer stock. Clients also routinely rely on us to engage with their tax advisor and attorney to assist in estate and generational wealth planning and to help structure funding of their philanthropic pursuits.
GPM First Quarter 2019 Review
SEC Form ADV Part-2