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

Tax Advantaged Series

What You Keep Matters

The Gradient Investments Tax Advantaged Series is a suite of models actively managed with an emphasis on tax efficiency. After-tax returns are an important consideration for non-qualified assets such as individual and joint accounts.

The Tax Advantaged Series has four models, ranging from conservative to growth, to fit an investor's risk profile. The suite of models will be actively managed and promote tax efficiency through tax-smart tactics including:

  • Dynamic tax loss harvesting
  • Emphasizing capital appreciation over income
  • Focus toward preferable long-term gains and away from short-term gains
  • Use assets that provide taxable benefit (such as municipal bonds)
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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.