A member of the Gradient Financial Group family of companies
Portfolio: Gradient Portfolio Tilt Series
Category: Asset Allocation
The Gradient Portfolio Tilt Series is an actively managed, diversified asset allocation strategy that utilizes Gradient Portfolios as the underlying investments. The Tilt Series has 4 different series, from Conservative to Growth, that correspond to an investor’s risk tolerance. Then, each series is allocated using “tilts” that select Gradient portfolios that are in-favor based upon the analysis of the Gradient Investment Management Team. The Tilt Series is periodically rebalanced to maintain risk consistency, but is also reallocated opportunistically based upon market conditions and the analysis of the investment team.