During times of volatility and uncertainty, it is 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.<\/p>\n
That is why Foss Wealth Management\u00a0partnered 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.<\/p>\n
We understand that no two investors are alike. And, in order to help each client meet their financial goals, we work with Gradient Investments to create a customized investment strategy based on their long-term investment goals of preserving principal, maximizing income or accumulating capital.<\/p>\n
Foss Wealth Management and Gradient Investments provide portfolio solutions that incorporate several investment management philosophies:<\/p>\n
As a fiduciary, we have an obligation to ensure the appropriate products are chosen based on the clients\u2019 best interest. Therefore, we develop a personalized asset allocation model based on each individual\u2019s risk tolerance, objectives and financial needs. Our goal is to maximize investment returns through diversification of assets* and a disciplined investment philosophy combined with rigorous risk management.<\/p>\n