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

Buffered Outcomes ETF

The Gradient Investments Buffered Outcomes ETF Portfolio is designed to provide downside protection along with upside participation. In today's environment, investors are looking for alternatives to the traditional stock and bond allocation models. The Buffered Outcomes ETF Portfolio utilizes defined outcome exchange traded funds (ETFs) that provide a defined level of protection (buffer), while providing upside participation up to a maximum level (or cap). The ETFs are traded on exchanges, are liquid, do not mature, and are not subject to issuer credit risk.

The portfolio is actively managed by selecting ETFs that the Gradient Portfolio Management team feels are opportunistic but also diversified and with an ongoing level of risk management and protection. Active decisions for the portfolio could include rotation toward indices with greater potential upside, adjusting protection levels based upon market outlook, and sources of relative value within the defined outcome investable universe.

Buffered Outcomes ETF

Download Insert Download Strategy Guide Download Recent Buffer/Cap Levels

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.