A personalized approach to investing based on your goals and risk tolerance

Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon and income needs. No two clients are alike, so our investment strategies are designed based on each individual’s investment goals.

We also partner with Gradient Investments, LLC (GI), a fee-only investment manager that provides unique portfolio strategies and actively manages risk to provide a personalized investment solution. Gradient Investments is an SEC registered investment advisor firm offing clients over 20 proprietary portfolios. The portfolios are managed by their president Michael Binger, CFA and a team of portfolio managers.

GI portfolios invest in stocks, bonds, and exchange traded funds (ETFs) utilizing separately managed accounts. Together with GI, 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 and Safe Harbor work to provide a customized solution designed to help you achieve your long-term investment goals.

Schedule a Complimentary Meeting

Let our team work to manage your investments and deliver results for you. Contact us here or call at 614-760-0670 to get started.

Endorsement Disclosure:

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.

Testimonial Disclosure:

Endorsing investment advisor is also a client of Gradient Investments, LLC