Gradient Tilt SeriesAn Actively Managed Diversified Asset Strategy
Four different series from Conservative to Growth, depending on the investor’s risk tolerance. Each series is allocated using “tilts” in favor of the most opportunistic portfolio.
The Gradient Investment Team analyzes each series and periodically rebalances the portfolio to maintain risk consistency.
Responds to market conditions without paperwork for every strategy change.
The Tilt Series has 4 different series: Conservative, Balanced, Moderate Growth and Growth, corresponding to an investor’s risk tolerance. The Tilt Series is periodically rebalanced, or “tilted”, to maintain risk consistency, but is also reallocated opportunistically based upon market conditions and the analysis of the Gradient Investment Management Team.
Portfolio Manager: Jeremy Bryan, CFA
Jeremy Bryan, Chartered Financial Analyst®, serves as portfolio manager for Gradient Investments, and brings over 15 years of investment experience to the team. His in-depth knowledge of the private client market, along with his expertise in asset allocation, investment analysis and risk assessment gives him a unique perspective into the investment markets.
Five Business Days
Qualified Accounts (IRA, ROTH)
Long-term growth within risk profile