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

Custom Indexing Strategy

The Gradient Custom Indexing Strategy is a personalized, tax-aware investment approach designed to transition taxable holdings into a professionally managed portfolio of individual securities - built around each client\'s unique tax situation, risk tolerance, and financial goals.

Unlike pooled funds or one-size-fits-all solutions, custom indexing gives clients direct ownership of individual securities, providing greater control over holdings, tax treatment, and portfolio composition. Available for taxable portfolios of $100,000 or more, the strategy employs a gradual transition framework that thoughtfully manages capital gains exposure throughout - with plans developed around each client\'s individual capital gains budget and tax circumstances.

The strategy is particularly well-suited for investors with embedded capital gains in appreciated mutual funds, ETFs or individual stocks, concentrated positions requiring gradual diversification, or a need for disciplined tax-loss harvesting at the individual security level.

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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.