GPM is an independent investment advisor. We’ve been managing money since 1993. Our diverse client base includes executives, entrepreneurs, professionals, retirees and others with wealth management needs. They want their money actively managed by a team of trusted professionals with a proven track record. Clients appreciate our outstanding personal attention and rely on us to develop and implement comprehensive plans to meet their investment and financial goals.
We employ flexible strategies that blend concentrated risk with broader market diversification by investing in individual stocks, bonds, ETFs and mutual funds.
Our clients range from conservative to more growth-oriented, depending on their life situation. To effectively meet their investment and financial goals, we actively manage portfolios on a discretionary basis according to distinct GPM objective models.
GPM is a fee-only, SEC registered advisor. Client accounts are carried with the institutional services division of Charles Schwab & Co., Inc.
The GPM Team
Kenneth Bernard
Michelle Dinardo
Joseph Griffin
Timothy Griffin
Erica Khinchuk
We provide outstanding personal service and conduct business with the highest level of integrity. Clients appreciate our 100% commitment.