Buffered Outcomes ETF Portfolio

The Gradient Investments Buffered Outcomes ETF Portfolio is designed to provide downside protection along with upside participation. In today's environment, investors are looking for alternatives to the traditional stock and bond allocation models. The Buffered Outcomes ETF Portfolio utilizes defined outcome exchange traded funds (ETFs) that provide a defined level of protection (buffer), while providing upside participation up to a maximum level (or cap). The ETFs are traded on exchanges, are liquid, do not mature, and are not subject to issuer credit risk.

The portfolio is actively managed by selecting ETFs that the Gradient Portfolio Management team feels are opportunistic but also diversified and with an ongoing level of risk management and protection. Active decisions for the portfolio could include rotation toward indices with greater potential upside, adjusting protection levels based upon market outlook, and sources of relative value within the defined outcome investable universe.