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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. However, 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 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.

Analyzing Your Risk

Investing your finances at the right time with the right amount can be a tricky business, and at Brokerage Specialists, we take this risk very seriously. All of our clients receive a portfolio analysis from our partner at Gradient Investments to determine the risk of strategic asset allocation. Using a third-party to help us with your portfolio analysis gives you the most accurate report. If you would like to learn more about our partners, please read our Strategic Alliances page for bios on each of our partners, and if you’re ready to get started with your portfolio analysis, contact Brokerage Specialists today!