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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.
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.
GPM Portfolio Management Fee: 0.75% of first $1.0 million, then discounted per schedule.Custodian: Charles Schwab & Co., Inc.Required Advisor Program Key: X6FH.
We have chosen to work with Charles Schwab & Co., Inc. as custodian for your account because it provides the Schwab Security Guarantee so you can feel confident that your personal and financial information is protected and SchwabSafe®, a collection of security measures designed to keep your personal and financial information safe online.
To get started, visit our automated investing website or download the app.https://institutionalintelligent.schwab.com/
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.For more information or questions, contact GPM.email@example.com: 248-865-0518
GPM Aspire, by GPM Growth Investors, Inc. These materials have been independently produced by GPM Growth Investors, Inc. GPM Growth Investors, Inc. is independent of, and has no affiliation with, Schwab Performance Technologies® (“SPT”), Charles Schwab & Co., Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials, nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios® is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like GPM Growth Investors, Inc. GPM Growth Investors, Inc., not Schwab, is responsible for advising you on its program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.