Portfolio Setup and Reporting

GPM will establish portfolio management accounts solely in your name(s) with our preferred custodian, Charles Schwab & Co., Inc.

Griffin Portfolio Management Corp. has discretionary authority to manage the accounts according to your specific guidelines and our clearly defined strategies and implement decisions regarding selection and/or disposition of investments. We keep a close eye on your portfolio and measure performance against appropriate benchmarks.

You can log-in to GPM’s web-based portfolio viewer and reporting platform to stay well informed of activity and progress in your individual accounts and overall portfolio. Additionally, Charles Schwab & Co., Inc. will deliver directly to you (electronically or by regular mail) confirmations of all transactions on the day they occur and detailed monthly and full year statements.

Standard Annual Portfolio Management Fees

(Expressed as a % of Account Assets)

Our fees are calculated each quarter and automatically deducted from your account or billed to you for payment.

Our fees are calculated each quarter and automatically deducted from your account or billed to you for payment.