Gradient Tilt Series
An Actively Managed Diversified Asset Strategy
Diversification
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.

Actively Managed
The Gradient Investment Team analyzes each series and periodically rebalances the portfolio to maintain risk consistency.

Flexibility
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.

Liquidity
Five Business Days

Portfolio Fit
Qualified Accounts (IRA, ROTH)

Time Horizon
5+ Years

Investment Goal
Long-term growth within risk profile