30500 Northwestern Highway
We offer two distinct portfolio approaches. 100% Stock and Balanced. Balanced portfolios take a more conservative approach holding stocks and bonds. Both portfolio strategies are built on the same foundation of approximately 30 high quality companies.
Our team members invest in GPM portfolio holdings alongside our clients. Our founder and lead portfolio manager invests nearly 100% of his personal portfolio in the same GPM holdings owned in client accounts.
GPM Stock Portfolio Strategy (100% stock)
GPM has a disciplined and unwavering dedication to a consistent investment process and exceptional client service. Our investment philosophy is built with long-term perspective and a commitment to investing in high quality, growing businesses with sustainable competitive and value-creating advantages - profitable companies that we believe can over time, provide attractive returns with less risk than the overall market.
The foundation of our investment process is research focused on high-quality GPM Grade companies. Client portfolios are actively managed to deliver growth and income. 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 companies are built to adapt and thrive while generating growth in value and income for shareholders. Our strategy gives us confidence to ride out market pullbacks and is well understood by our clients, who share our long-term view.
Our Stock Selection Criteria
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. We want to buy and hold stocks when the underlying business value is both growing and believed to be greater than the current share price.
Our moderate-risk balanced portfolios invest for growth and current income. Balanced portfolios 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. The bond component holds cash, government and investment grade corporate bonds and high yield issues. Like many of our clients, we view balanced accounts as a core component of a productive overall retirement investing strategy. Portfolios are flexibly managed and tailored to individual client risk.
Clients leverage our experience to develop and actively execute a well-conceived and well-tailored overall investment strategy. GPM does not hold any client money. All accounts are held in client name and separately managed to meet their individual investment objectives. Our primary custodian for client accounts is the institutional division of Charles Schwab & Co.
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. See our Client Collaboration Center.
New accounts can usually be established in one day and require a minimum initial investment of $50,000.
We can easily initiate the transfer of funds from your bank or brokerage firm.
Click here to request a list of our current portfolio holdings and related metrics.
SEC Form ADV Part-2
Customer Relationship Summary