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

Stable Value

In times of volatility and stress in the markets, stable assets can provide a safe haven for investors seeking stability. Stable value assets, as a component of a diversified portfolio, can be valuable not only for relative stability, but also as a temporary asset class for near-term distribution needs or as "dry powder" for future investment opportunities. The Gradient Stable Value Portfolio provides a diversified set of liquid, ultra-short maturity investments that are actively selected based upon pre-determined criteria.

The goal of the Gradient Stable Value Portfolio is to provide a conservative asset allocation that exceeds the level of cash yield provided by traditional banks and investment custodians. In that regard, the Gradient Investment Management Team will consider liquidity and stability as the primary investment criteria. This portfolio is not expected to ebb and flow with the market, but rather act as a ballast during times of higher volatility.

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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.