Gradient Investments is an independent, privately-owned, fee-only SEC registered investment advisor, providing professional money management services. We serve individuals, employer sponsored pension plans, foundations, endowments and corporations through mutual funds, exchange traded funds (ETF), options and separately managed accounts.

Portfolio Analysis
REVIEW (PAR)

Our proprietary Portfolio Analysis Review (PAR) process provides a detailed breakdown and thorough, written analysis of an investor's portfolio. The PAR process combines powerful third-party statistics with a simple, easy-to-read report to truly understand the possible risks and rewards of an investor's current investment portfolio.

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Gradient Investments, LLC is a member of the Gradient Financial Group, which offers and provides a wide array of resources and support to financial services professionals. Gradient Financial Group, LLC provides services to the Member firms comprising the Gradient Financial Group, but it does not directly or indirectly control the management, policies, or business operations of any of the Member firms, which are each separate, distinct, and independent entities. Gradient Investments, LLC is an SEC registered investment advisor. Terms & Conditions Privacy Policy