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

About the firm

A Firm Focused On Growth

There is no question that over time the equity markets have proven rewarding. At times though, these same markets can be volatile and challenging for investors, advisors and money managers. The past several years have been successful for investors, but turbulence could creep back in the investment markets at any time. In times like this, you have to ask yourself and your advisor the tough questions about your investment portfolio to ensure you are partnering with investment professionals who share a common interest - growing your assets!

Gradient Investments, LLC is a fee-only investment manager that provides unique portfolio strategies, actively manages risk and consistently performs in good times and in bad. The approach Gradient Investments brings to portfolio design and management is singular in the industry ... and it is no longer a secret. This philosophy is attracting new clients and industry attention.

Download The Growth Piece

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.