GPM Growth Investors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GPM Growth Investors serves individual and high-net-worth clients, as well as trusts, estates, and small businesses, offering discretionary portfolio management and comprehensive wealth planning. Services include individual-stock and balanced portfolios, actively managed ETF-based strategies for smaller accounts, and financial planning delivered using the eMoney platform.
The firm’s investment approach emphasizes long-term ownership of competitively advantaged U.S. companies, typically building concentrated portfolios of roughly thirty positions and supplementing with ETFs when appropriate. Research-driven practices, described as “research activism,” combine financial modeling, expert interviews, and paid research to develop conviction, while balanced accounts use a flexible mix of stocks, bonds, and cash to meet income and risk objectives.
GPM is 100% employee-owned and discloses that team members invest alongside clients, a governance and alignment feature that is less common among peers. The firm also maintains formal business continuity and succession planning that explicitly addresses transition of the founder/majority shareholder, and it generally does not vote client proxies, instead reserving the option to reduce or liquidate positions when issuer actions are viewed as materially unfavorable.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001+: 0.85%
Consulting services may be charged on an hourly or project fee basis, specific rates not stated.
Account minimum: $1,000,000 for individual securities accounts; $100,000 for ETF-based accounts (exceptions can be made) Fee-only: Investment management fees as percentage of assets under management (see tiers above). No commissions.
Main office
39533 Woodward Ave, Suite 145
Bloomfield Hills MI 48304
Advisors at this office
5
Most active in
Florida · Illinois · Michigan · New York · North Carolina · Ohio
Also doing business as
Gpm · Gpm Growth Investors, Inc. · Griffin Portfolio Management Corp · Griffin Portfolio Management Corp.
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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