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Gradient Core Select

Mid-to-Large Capitalization US Stocks

Diversification

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Actively Managed

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Flexibility

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Gradient Core Select Portfolio invests in 50-80, mid-to-large capitalization U.S. stocks. It will provide returns primarily through stock price appreciation. Companies are selected using a rigorous investment process that identifies businesses trading at a discount to their long term value. ###Add more copy from Google Drive here###

Portfolio Manager: Keith Gangl

Keith Gangl, Add Keith’s bio info and photo

Withdrawal Schedule

Five Business Day

Non-correlated Assets

Alternative to stocks and bonds

Time Horizon

5+ Years

Asset Structure

12 to 20 Exchange Traded Funds