Investment portfolios can be complicated. We believe the longer you hold them, the more complicated they can become. With 401(k) accounts from multiple jobs and an array of investments you’ve picked up along the way, investment allocations can drift from your retirement goals.
Gradient Investment's Portfolio Analysis Review takes a broad look at your investments to help determine if it's still aligned with your financial goals and help identify areas where it has strayed. When the process is complete, it’s presented in a straightforward report that makes sense.
We start the Portfolio Analysis Review, or PAR Process, by giving you a clear, easy-to-understand outline of your portfolio, which may provide valuable insight when evaluating your retirement goals.
With the PAR, you can feel like your portfolio will work for you in helping to achieve your financial goals. After all, that’s how it should be.
Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866‐991‐1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities LLC and its advisers do not render tax, legal, or accounting advice. Prime Financial Strategies, LLC is not affiliated with Gradient Securities LLC. Prime Financial Strategies, LLC and Gradient Securities, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted.
Gradient Investments and Prime Financial Strategies, LLC operate independently of each other. Please consult your independent investment advisor before making any investment decisions. The information herein is for informational purposes only and should not be used as the sole basis for making an investment decision. Investing involves risk including the potential loss of principal. For more information, please request a copy of Gradient Investments' ADV Part 2A. Gradient Investments, LLC is an SEC Registered Investment Advisor.
This information is not tax, legal, accounting, or estate planning advice and you should consult your own attorney, accountant, or tax professional. The content on this website is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belong to GPS. Unauthorized use of the material is prohibited.
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.