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The Gradient Advantage
Gradient Investments, LLC is an independent, privately-owned registered investment advisor. Gradient Investments is devoted to providing our clients with an exceptional level of service and a relentless commitment to client success.We serve individuals, employer sponsored pension plans, foundations, endowments and corporations through mutual funds, exchange traded funds (ETF), and separately managed accounts. Whether a client’s investment goal is preserving principal, maximizing income or accumulating capital, the portfolios are designed to achieve the client’s investment goals.
INVESTMENT APPROACH
Gradient Investments’ disciplined investment approach is shaped by a long-term investment focus, thorough due diligence, and a belief that broad diversification across and within asset classes is essential for long-term success. The portfolios are designed to deliver a broadly diversified allocation among several asset classes to yield higher annual returns and less volatility relative to the broader market.
Our investment process is client focused. Unlike other investment managers who offer the same portfolios to every potential client, we take a different approach. We do not force you into an arbitrary category; rather you and your investment advisor together complete Gradient Investments’ Risk Tolerance Analysis. This in-depth questionnaire makes you think seriously about the effects of risk in a portfolio. Upon completion, we are able to build a portfolio tailored to your objectives, risk tolerance and time horizons.
Click Here for the Latest ADV Part II and Schedule F
