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

Socially Responsible

The Gradient Socially Responsible Portfolio is an actively managed, diversified investment approach that is designed to consider socially responsible investments as its primary investable universe.

Socially responsible investing utilizes environmental, social, and governance (ESG) criteria to select investments. Investing in a socially responsible manner seeks to promote positive ESG characteristics while excluding investments that are not aligned with positive ESG criteria. Positive ESG criteria can include such initiatives as: workplace equality, environmentally conscious, cleantech/renewable energy, or positive corporate governance strategies.

The Gradient Socially Responsible portfolio uses exchange traded funds (ETFs) to build a diversified portfolio that aligns with client social values as well as their risk tolerance. Gradient offers 3 distinct socially responsible portfolios that range from conservative to growth allocations, using a mix of stocks and bonds that correspond with positive ESG initiatives.

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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.