Managing Partner

• May 2018 - Present

GPM has been investing for private clients since 1993. We manage money and advise on critical financial and investing decisions. We listen and learn. Our advice is holistic and tailored to you and your peace of mind. We treat you, your family and other advisors with respect. We are easy to work with, accessible and responsive. Our investment process is disciplined and fundamentally based with a healthy respect for risk. GPM is employee-owned and team members invest in our model securities alongside clients. Our Long Term Growth Strategy is centered around two core competencies - researching high-quality companies and actively managing portfolios built with the individual stocks of those companies to deliver 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. Our approach gives us confidence to ride out market pullbacks and is well understood by our clients, who share our long-term view. Our moderate-risk Balanced Strategy takes a more conservative approach. We combine a solid foundation of GPM stocks with a well-diversified bond component to buffer risk and add income. Balanced portfolios are flexibly managed and tailored to individual client risk. Show less