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

Christian Values Portfolio

The Gradient Christian Values Portfolio is an actively managed, diversified investment approach that is designed to consider faith-based Christian principles as its primary investable universe.

Faith-based investing integrates Christian values into investment decisions, allowing investors to align their portfolios with principles such as integrity, stewardship, and social responsibility. Investments in this portfolio may exclude companies or sectors that conflict with Christian ethics and focus on companies demonstrating positive moral, social, and community impact.

The Gradient Christian Values Portfolio uses exchange traded funds (ETFs) to build a diversified portfolio that aligns with faith-based values. Investments may limit or avoid industries such as tobacco, alcohol, gambling, adult entertainment, certain medical practices and weapons manufacturing, while emphasizing ethical business practices, responsible corporate governance and positive community impact.

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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.