GPM - Griffin Portfolio Management
GPM strategies are proven to be effective for our clients.
After defining your investment objectives, brokerage accounts are established solely in your name(s) at Charles Schwab & Co., Inc. Griffin Portfolio Management Corp. (GPM) is authorized to manage the accounts according to your specific guidelines and objectives and implement strategic decisions regarding selection and/or disposition of investments. We keep a close eye on your portfolio and measure performance against appropriate benchmarks.
We invest in individual securities, ETFs and no-load mutual funds. Our goal is to produce attractive returns with lower volatility. Our ongoing research seeks to identify attractively priced individual securities, ETFs and well-managed mutual funds in an effort to meet the overall objectives of your portfolio. Using our proprietary database and information from third parties, we continually monitor markets and evaluate opportunities in an efficient, highly disciplined manner.
Three objective categories offer varying degrees of risk, capital appreciation potential and current income.
You are kept well informed of activity and progress in your account(s). Charles Schwab & Co., Inc. will deliver directly to you (electronically or regular mail) confirmations of all transactions on the day they occur, detailed monthly statements and a full year realized gain/loss report to assist you in income tax preparation. GPM provides you with a weekly e-mail recap, clear and concise performance report and client letter shortly after the end of each quarter. Your account(s) can easily be accessed over the internet through the Schwab Alliance Website and of course we are always available to talk.
