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 Tactical Rotation (GTR)

Current GTR allocation: EEMO (Emerging Markets Momentum)

The Gradient Tactical Rotation (GTR) portfolio is a rules-based investment strategy designed to generate excess returns over global stock market indices. Equity markets around the globe often display wide dispersions of return over time. This creates the opportunity to make tactical investment decisions and rotate client funds to areas of strength around the globe.

The tactical investment process identifies broad geographic investment markets (and their subsectors) where price momentum is greatest. During periods of sustained negative decline in global stocks, the GTR can move 100 percent to cash. The portfolio utilizes a quantitative, two-factor approach in its tactical investment process and deploys a methodology that selects the most optimal global asset class sectors. The GTR is actively managed to maximize risk-adjusted return over full market cycles.

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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.