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

Digital Discovery

Digital technology has evolved at an accelerating pace. This transition is revolutionizing the way the world communicates, how we analyze and interpret data, purchase goods and services, and introduces completely new technologies to the world.

The Gradient Investments Digital Discovery Portfolio is designed to invest in companies that are involved in key themes within the technology and digital revolution. The Digital Discovery Portfolio will invest in exchange traded funds (ETFs) leveraged to areas such as: cryptocurrency, blockchain technology, metaverse, and non-fungible tokens (NFTs).

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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.