Investment Management

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.

That is why Foss Wealth Management 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 to create a customized investment strategy based on their long-term investment goals of preserving principal, maximizing income or accumulating capital.

Foss Wealth Management and Gradient Investments provide portfolio solutions that incorporate several investment management philosophies:

  • Strategic
  • Tactical
  • Asset Allocation
  • Fixed Income

As a fiduciary, we have an obligation to ensure the appropriate products are chosen based on the clients’ best interest. Therefore, we develop a personalized asset allocation model based on each individual’s 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.

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*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.

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.