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

Fixed Income Series

The Gradient Investments fixed income portfolios are carefully designed for long-term investors seeking current income through a diversified approach. The main objectives of the fixed income portfolios are to provide investors with current income and lower price volatility compared to the stock market. The Gradient Investment team builds diversified portfolios across all fixed income sectors, including assets like US Treasuries, Investment Grade Corporate Debt, Municipal Bonds, International Debt, or High Yield Bonds. Our investment strategy is actively managed and researched to identify fixed income investment opportunities producing a recurring income stream. Gradient Investments utilizes ETFs for bond-based allocations to ensure diversification within bond classes combined with liquidity and price transparency.

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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.