GPM - Griffin Portfolio Management
We offer solutions tailored for each client's specific needs.
GPM helps you develop a well-conceived, long-term investment strategy to achieve your financial goals based on your personal circumstances.
Three objective categories are offered, which provide varying degrees of risk, capital appreciation potential and current income.
Fixed Income Accounts seek stable and predictable current income by investing conservatively in government and investment grade corporate bonds and/or bond mutual funds. Unless instructed otherwise, up to 25% of the portfolio may also be invested in high-yield (junk) bond funds. Allocation between corporate and government bonds will vary depending on perceived opportunities.
Long-Term Growth Accounts seek growth in portfolio value by investing in a combination of individual stocks, ETFs and stock mutual funds. This two-pronged strategy is straightforward and effective. We combine the benefits of concentrated investing in individual stocks with the broader market risk provided by ETFs and well-managed mutual funds. Normally, one part of the portfolio is invested in approximately 15-30 individual stocks. The companies are thoroughly researched by GPM and perceived to be substantially undervalued relative to their growth prospects, profits and cash flow. The second part of the portfolio is invested in three to six stock mutual funds and/or ETFs. Funds are selected by GPM after careful, independent research. Among other factors, we evaluate the manager’s investment philosophy, distinct style of stock investing and performance.
Balanced Accounts seek growth and income, prioritized according to client preference. The portfolio will be appropriately allocated between individual stocks, ETFs, high quality bonds and/or high-yield bonds. The stock portion of balanced accounts will be invested using the same strategy employed in our long-term growth accounts. The bond portion will be invested in bond mutual funds and/or individual government and corporate bonds. Allocation adjustments will be made in response to changing market conditions.
Standard Annual Portfolio Management Fees (expressed as % of account assets)
Our fees are calculated each quarter and automatically deducted from your account or billed to you for payment.
