A complete list of active advisors currently associated with GPM Growth Investors, Inc.

Warmer can help you find a great advisor at GPM Growth Investors, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at GPM Growth Investors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.