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
Tyler Ellegard, CFA

Our team

Tyler Ellegard, CFA

Senior Portfolio Manager

Tyler Ellegard, CFA, is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio construction, equity research, and investment strategy across a range of disciplined, risk-managed portfolios. In this role, Tyler works closely with financial advisors to provide market updates, investment insights, and asset allocation guidance to help support portfolio decisions for their clients.

Prior to rejoining Gradient Investments, Tyler served as President of Gradient Advisors, where he led advisor development, recruiting, and growth initiatives for a nationwide network of independent financial professionals.

Earlier in his career at Gradient Investments, he worked as an Investment Analyst before being promoted to Portfolio Manager, contributing to research, model development, and portfolio management across multiple strategies.

Tyler began his career in the financial services industry working directly with clients, giving him a strong understanding of the real-world challenges investors face and the importance of practical, disciplined portfolio management.

Tyler is a CFA® charterholder and has been featured on Schwab Network, Reuters, and Yahoo Finance for his insights on markets, portfolio strategy, and economic trends.

Market Reflections 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.