Broker Check

GPM Strategies

Separately Managed Accounts (SMA)

The foundation of our investment approach is the ownership of approximately 30 high quality U.S. based companies that compete and win around the world

GPM 100% Stock Long-Term Growth Strategy

Our all stock SMA strategy invests for long-term growth and is centered around two core competencies - researching high-quality companies and actively managing portfolios built with the individual stocks of those companies to provide growth and income for our clients.  We invest client portfolios in approximately 30 individual stocks of U.S. based industry leaders that compete and win around the world.  We focus on high-ROE businesses with track records of delivering rewarding long-term growth in sales, earnings, cash flow, dividends, and ultimately stock prices.  Our “GPM Grade” companies are built to adapt and thrive while generating growth in value and income for shareholders.  We add select stock ETFs to target certain sectors that we believe have substantial upside potential or to broaden diversification.  Our approach gives us confidence to ride out market pullbacks and is well understood by our clients, who share our long-term view.  GPM’s focus list is comprised of a continuously refined group of approximately one-hundred leading companies that we follow closely.

GPM Stock Selection Criteria 

  • High quality U.S. based leaders with a history of innovation and superior sales and earnings growth
  • Produces a product or service for which demand can be created, increased and broadened with effective marketing
  • Has the the size and scale to compete and win worldwide
  • Has a shareholder-friendly history of smart capital allocation
  • Generates substantial cash flow to invest internally for growth, make smart acquisitions and increase cash dividend payments to shareholders
  • Stock valuation is reasonable considering historical and prospective growth rates (GARP)

We develop our best understanding of the short and long-term growth prospects for the business.  Our analysis should provide reasons to expect the share price to materially appreciate within two years of purchase.  Ultimately, we want to buy stocks when the underlying business value is both growing and substantially greater than the current share price.   

GPM Balanced Stock and Bond Strategy

Our moderate-risk Balanced SMA Strategy invests for growth and current income.  We take a more conservative approach that combines a solid foundation of GPM stocks with a well-diversified bond component to buffer risk and add to an income stream that we expect will grow over time.   Many clients view their balanced portfolios as a core component of their retirement investing portfolio.  Portfolios are flexibly managed and tailored to individual client risk.  The bond component holds cash, government and investment grade floating rate and short-duration corporate bonds and high yield issues.

All accounts are held in client name and separately managed to meet their individual investment objectives.

Asset Allocation Analysis

Knowledge is power.  How much risk really is in your portfolio?  What percentage of your wealth is in stocks, bonds, real estate, cash equivalents and other investments?  How much is in U.S. company stocks, foreign and small and large companies?  What types of bonds do you own, i.e.; government, corporates and other?  How much interest and dividend income is produced?  GPM’s reporting platform delivers a holistic view of your portfolio and progress with exceptional transparency.  We enable you to always see your accounts and portfolio on a consolidated basis, in one quarterly statement, online and on-demand with tax planning simplification, deep insight into overall composition and excellent risk management perspective.

Planning Advice and Guidance

Wealth and Cash Flow Projections

Success in business starts with a clear, well-conceived plan that is executed with discipline.  The same is true in personal financial planning and investment management.  GPM’s experienced team considers all the variables that affect the growth of your wealth.  With your input and our advanced technology, we will develop an exceptionally well-tailored strategy to confidently transform your vision into reality.  Our detailed, long-term wealth and cash flow projections map out your assets and growth, income sources, living expenses and inflation.  We use conservative assumptions to provide the critical insight you need to be confident that your wealth and other sources of income will support your vision.

Do you have the confidence to retire or work less on your terms?  Plan to use some capital to start a business?  Considering a vacation home, but also wondering if the economics of renting might be better than buying for you?  Want to factor in an increase in expenses for your plans to travel more and cover the costs of other activities?  Wondering how your financial support of a child or parent will impact long-term outcomes?  How do you estimate the potential legacy you will leave for generations to come?

Clients often tell us that our commitment to their success brings great peace of mind.  Our quarterly portfolio reports provide a well-liked holistic view of progress.

Retirement Planning

GPM can help you build a retirement strategy that is sure to keep you excited for what's to come.  Our data-backed retirement planning projections provide the knowledge you need to be confident that the fruits of your labor - your wealth and other sources of income will support a comfortable retirement lifestyle or enable you to work less on your terms.  Our detailed, long-term retirement planning projections map out your assets and growth, cash flow from all income sources, estimated living expenses and inflation.  We use conservative assumptions to provide the confidence reinforcing insight you need to be sure that your assets and income will support your vision.

Philanthropic Planning

Creating a strategy for charitable giving can be a complex — but rewarding — process.  We will help you identify your specific aspirations for giving, and align your passion with a tailored, tax-efficient action plan.