Gradient Investments

GI Investment Strategies

Our proprietary strategies are actively managed and built with the end in mind. Our investment selection process is rigorous and client focused. We build portfolios tailored to investors' unique objectives, risk tolerances and time horizons.

GI Investment Portfolio Videos

Our investment selection process within our proprietary model portfolios is client focused. We build a portfolio tailored to investors' unique objectives, risk tolerances and time horizons. Watch the videos to learn more about our proprietary model portfolios.

Investment Strategies

Investment strategy

401K Portfolio

The Gradient Investments 401K Plan Series is an actively managed, diversified investment solution designed to empower participants with flexible, risk-adjusted portfolio options. The plan is designed for business owners and their employees as an innovative solution designed to transform the way they plan for retirement.

This series offers six distinct portfolio models; each crafted with unique risk and return tolerances for varying retirement goals. Managed by Gradient Investments and supported by industry-leading partners, the Gradient 401K Plan Series delivers professional portfolio management, robust technology, and personalized advisor support to help participants achieve their retirement objectives.

Our proprietary 401K Plan Series Portfolios are constructed to provide broad diversification across asset classes, cost-effective solutions with high liquidity, and tailored risk exposures to align with individual participant goals.

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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.