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

Gradient 40 International (G40i)

The Gradient 40 International (G40i) is an actively managed portfolio designed to provide exposure to international stocks that provide long term capital appreciation and income through dividends. The individual equity investments are comprised of global industry leaders that are domiciled outside of the United States. Companies will be selected based upon fundamental opportunity but paired with a risk-managed sector and geographic overlay to ensure proper diversification.

The individual company stock investments will be made in American Depositary Receipts (ADRs), which are investments in foreign companies that are traded on U.S. stock market exchanges. ADRs provide U.S. investors access to foreign market stocks and are used for ease of transactions, liquidity, lower administration costs and tax simplicity. A significant difference between international and domestic stocks is the frequency of dividend payments. Many companies in international markets choose to pay dividends semiannually or annually as opposed to the quarterly dividend payments for domestic stocks.

Download Insert Download Strategy Guide

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.