Gradient Investments

Gradient Investments, LLC

Gradient Investments (GI) is an independent, privately-owned, fee-only SEC registered investment advisor (RIA), providing professional money management services. We serve individuals, employer-sponsored pension plans, foundations, endowments and corporations through mutual funds, exchange traded funds (ETF), options and separately managed accounts.

Our Philosophy

At GI, our innovative approach to investing is focused on understanding our clients and providing personalized investment solutions. Additionally, we believe that client access to our investment professionals is an invaluable service that is rare in the financial services industry.

A Firm Focused on Growth
Lisa Schreiber

Our team

Lisa Schreiber

Associate Portfolio Manager

Prior to joining Gradient, she worked as a Private Client Advisor for a regional bank in Linz/Austria, where her main responsibility was the investment and insurance consultation of high-net-worth clients, financial planning and building investment portfolios based on client requirements.

Lisa graduated from the University of Applied Sciences Upper Austria with a Bachelor of Arts degree in Financial Management, Controlling and Accounting. She is currently a Level II candidate in the CFA program.

Our Investment Team

Please consult your independent investment advisor before making any investment decisions. The information herein is for informational purposes only and should not be used as the sole basis for making an investment decision. Investing involves risk including the potential loss of principal. For more information, please request a copy of Gradient Investments' ADV Part 2A. Gradient Investments, LLC is an SEC Registered Investment Advisor managing assets for clients across the country through independent, Registered Investment Advisors acting as solicitors on behalf of Gradient Investments, LLC.