30500 Northwestern Highway
GPM is an independent, employee-owned portfolio management and advisory firm founded in 1993. We manage money for private clients and advise on financial planning strategy and investing. Our team culture promotes high quality critical thinking to support clients holistically.
GPM’s research and portfolio management team work collaboratively to execute our well-focused strategy with discipline, leveraging more than 75 years of combined stock-focused investing and client advisory experience.
Our client stock and balanced portfolios are actively managed and built on a solid foundation of approximately 30 high-quality, U.S. based sustainable growth companies that compete and win worldwide.
Core GPM stock selection and ownership criteria:
Client portfolios are actively managed with a long-term perspective to deliver growth and income.
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.
Managing Partner, Client Advisor
Managing Partner, Portfolio Manager, Client Advisor
Analyst, Portfolio Manager
Portfolio Manager, CEO