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

The Wright Investment Strategy

Gradient Investments, LLC (Gradient) is an independent, privately owned, fee-only, SEC registered investment advisor. We are a professional asset management firm committed to your long-term financial success.

We serve individuals, corporations, employer-sponsored pension plans, foundations and endowments. We primarily utilize exchange traded funds (ETF), stocks and options through separately managed accounts. Whether your investment goal is preserving principal, maximizing income or accumulating capital, our portfolios are designed to achieve your long-term investment goals.

We actively manage accounts through our proprietary Wright Investment Strategy, which is based on the principles of flight. Although the Wright brothers' first flight was over 100 years ago, it remains one of the most complex and demanding challenges ever mastered. The Wright brothers conquered this challenge by developing a scientific 3-Axis Control System that is still used today on fixed-wing aircraft.

At Gradient, we address your investment challenges through a parallel 3-Axis Control System which actively manages Risk Exposure, Investment Strategy and Investment Performance. Founded on the principle of fiduciary responsibility, we provide tailored investment solutions based on your unique objectives.

Download The Wright Brochure

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.