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

SMID Cap Select

The Gradient SMID Cap Select Portfolio is a U.S. equity strategy designed to pursue long-term capital appreciation through investment in small- and mid-cap companies with compelling growth characteristics. The portfolio typically holds 60 to 80 holdings selected through a rigorous fundamental research process and constructed with an emphasis on risk-aware diversification and active position management. The SMID Cap Select is intended to complement core and large-cap equity allocations while providing exposure to differentiated growth opportunities within the U.S. equity market.

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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.