GPM Aspire - Your ETF Portfolio

ETF-Based portfolios are actively managed by GPM Growth Investors, Inc. (GPM) on a discretionary basis using two distinct and clearly defined model strategies. Our approach balances a healthy respect for risk with the pursuit of portfolio gains using insight that has evolved over more than 30 years of investing.

Client Centered

GPM’s ETF growth strategy employs a U.S. centric, multi-cap approach with a portfolio core comprised of ETFs focused on large, high quality U.S. companies for growth in value and dividend income.  We use a combination of broad market ETFs and select sector focused funds that we believe have substantial upside potential.  Accounts are normally 100% invested.

Our ETF balanced strategy takes a more conservative approach. We invest in stock ETFs for growth and rising dividend income, and in low-cost bond ETFs and select bond mutual funds for steady income and lower volatility than an all-stock approach. Balanced portfolios are flexibly managed and tailored to individual client risk preferences.

Client Centered

GPM Portfolio Management Fee: 0.85% of first $1.0 million, then discounted per schedule.
Custodian: Charles Schwab & Co., Inc.

We have chosen to work with Charles Schwab & Co., Inc. as custodian for your account, backed by the Schwab Security Guarantee and SchwabSafe®, so you can feel confident that your personal and financial information is protected and safe online.

What is an ETF?

An ETF, or exchange traded fund, is a marketable security that tracks or replicates an underlying index through the ownership of the stocks or bonds that make up the index. ETFs can replicate broad market indices or be more tightly focused on certain sectors, industries, countries, or regions like an actively managed mutual fund. Unlike mutual funds which are only priced at the end of the day, ETF shares can be bought and sold or “traded” as their prices change with the market throughout the day. ETFs typically have lower fees than mutual fund shares, making them an attractive alternative for all types of investors.

To get started or have questions, contact GPM to learn more.
phone: 248-865-0518