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

Private Wealth Series

The Gradient Investments Private Wealth Series redefines long-term wealth creation by offering exclusive access to private alternative assets, capturing the illiquidity premium for enhanced returns. The Horizon model targets growth-oriented investors, while the Income Edge model prioritizes steady cash flows, both designed for patient capital commited to extended horizons. With no traditional investments and simplified 1099 tax reporting, the series strives to provide diversification, efficiency, and ease of administration. Supported by Gradient Investments' expertise, and dedicated advisor support, the Gradient Investments Private Wealth Series empowers investors to work towards achieving enduring financial success.

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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.