Our stock investment process is executed with discipline and consistency. We invest in high quality companies that we believe can over time, provide attractive returns with less risk than the overall market.
Core GPM stock selection and ownership criteria:
- A highly sustainable business that we understand, led by an agile management team with a long-term record of rewarding growth in sales, earnings, cash flow, dividends, and ultimately a higher stock price.
- Product innovation and service superiority that enables demand creation and positions the company to compete and win worldwide.
- Business visibility that supports reasonable forecasting.
Client portfolios are actively managed with a long-term perspective to deliver growth and income.
- Stock accounts are normally 100% invested for long-term growth in value and income.
- Balanced accounts take a more conservative, moderate risk approach and hold stocks and bonds.
GPM’s collaborative wealth management and guidance is exceptionally well-tailored to each client and supported with a strong technology platform. We routinely engage with client tax advisors and attorneys to assist in tax, estate and generational wealth planning and to help structure funding of their philanthropic pursuits.
