Contact Us
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The Problem:
The financial industry is dominated by massive Wall Street wirehouses that treat clients like numbers. These mega-firms prioritize corporate revenue by pushing proprietary products and locking clients into generic, automated mutual fund models. The relationship is highly transactional, the fees are opaque, and the advice is standardized.
The Solution:
A boutique firm limits its client base to ensure deep, customized relationships. We provide an independent alternative to Wall Street. Because we operate with a limited number of households, we have the capacity to build bespoke portfolios that fit your exact tax situation, risk tolerance, and legacy goals. You have direct access to the portfolio managers actually making the investment decisions.
The GPM Difference:
We are a local, 100% fee-only fiduciary firm in Bloomfield Hills. We do not sell products or earn commissions. We manage capital by buying and holding competitively advantaged individual companies. Our ultimate differentiator is alignment: our team is required to invest our own firm's capital in the exact same individual stocks our clients own.
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Chat with our team today
Next Steps:
01
15-Minute Intro Call
An initial conversation to see if our boutique model is the right fit for your capital.
02
The Second Opinion
We compare your current wirehouse portfolio against our direct-ownership model.
03
The Transition
We handle all institutional paperwork to seamlessly move your assets to our independent custodian.
