Gradient Investments, LLC’s investment management team is at your disposal.
We believe all investors are unique. To help you advance toward your financial goals, we help you develop a personalized approach to investing. We consider your investment goals, desired return objectives, risk tolerance, time horizon, and income needs.
We also partner with Gradient Investments, LLC, a fee-only investment manager that provides unique portfolio strategies and actively manages risk.
Gradient Investments portfolios invest in stocks, bonds, and exchange traded funds (ETFs) utilizing separately managed accounts. Together with Gradient Investments, we address your investment challenges through a proprietary 3-Axis Control System which actively manages Risk Exposure, Investment Strategy and Investment Performance.*
Whether your investment goal is preserving principal, maximizing income or capital appreciation, Gradient Investments’ portfolio offerings provide a solution designed to help you work towards achieving your long-term investment goals.
* Investing involves risk of loss including possible loss of principal
*This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.
STRATEGIC ALLIANCE – PASSIVE INVESTING
We work with Wealth TEAMS Solutions (Tax Efficient Asset Management Solution, Inc.), a California State registered investment advisor that exclusively uses Dimensional Fund Advisor portfolios. Wealth TEAMS includes a group of dedicated professionals helping clients accumulate capital for retirement using the most recent research and data. Once a client reaches retirement, Wealth TEAMS Solutions prepares a distribution plan designed to last throughout retirement. They have access to the most recent research and strategies used to provide a “Paycheck for Life,” regardless of economic conditions.
Over his career, Wealth TEAMS founder and owner, Guy Baker, saw families and business owners lose money using big name, investment advisors. When he discovered Modern Portfolio Theory built around the 1990 Nobel Prize winning research and data, he formed his first advisory firm, Baker Jensen Investment Advisors. His decision proved to be very beneficial to clients, resulting in consistent, long term returns and reducing volatility in turbulent markets for his investment clients.