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Portfolio Risk Analysis

During times of volatility and uncertainty, it can be comforting to sit on the sidelines with your money in a safe place. But, if you wait for a period of extended calm before venturing out again, you may miss out on times of market recovery and lost opportunities can start to add up.

That is why Brokerage Specialists, Inc. partnered with Gradient Investments, LLC, an independent, privately owned, fee-only, SEC registered investment advisor. Gradient Investments implements a team-oriented approach to investment management and has a client-focused culture that is fundamental to our own investment process.

We understand that no two investors are alike. And, in order to help each client meet their financial goals, we work with Gradient Investments, LLC to create a customized investment strategy based on their long-term investment goals of preserving principal, maximizing income or accumulating capital.

Gradient Investments, LLC provide portfolio solutions that incorporate several investment management philosophies:

  • Strategic
  • Tactical
  • Asset Allocation
  • Fixed Income

*Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying securities, which can be found in the current prospectus.


Strategic Alliances

Brokerage Specialists, Inc. offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC registered investment advisor firm offering clients over 20 proprietary portfolios. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA; Senior Portfolio Manager, Michael Binger, CFA; and Senior Investment Analyst, Mariann Montagne, CFA.

These three industry leaders now offer our clients their combined expertise. Schmidt brings 30 years of institutional investment experience to the private clients of Gradient Investments, LLC. Binger brings over 24 years of institutional equity investment experience to Gradient Investments, LLC and its affiliated advisors and clients. Montagne has 20 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure. In addition, Schmidt, Binger and Montagne are regular contributors to CNBC, Fox Business, Forbes, The Wall Street Journal and have many other national publications.

Whether your financial goal is preserving principal, maximizing income or accumulating capital, our third-party money managers have carefully designed a strategy to help you achieve your long-term financial goals.

Content provided by Gradient Investment, LLC, an SEC registered investment advisor.