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Gradient Financial Group

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Gradient Financial Group, LLC and our family of companies serve independent financial services professionals across the country. Gradient Financial Group, LLC maintains the internal shared services that connect the entire Gradient family of companies. From accounting to human resources to information technology and corporate communications, Gradient Financial Group helps us connect you to a confident financial future.

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1.43

Overall Excellence Rating

Industry

Financial Services

Category

Investment & Asset Management

ESG/Ethical Impact

The Gradient Socially Responsible Portfolio is an actively managed, diversified investment approach that is designed to consider socially responsible investments as its primary investable universe. Socially responsible investing utilizes environmental, social, and governance (ESG) criteria to select investments. Investing in a socially responsible manner seeks to promote positive ESG characteristics while excluding investments that are not aligned with positive ESG criteria. Positive ESG criteria include such initiatives as: workplace equality, environmentally conscious, cleantech/renewable energy, or positive corporate governance strategies. The Gradient Socially Responsible portfolio uses exchange traded funds (ETFs) to build a diversified portfolio that aligns with client social values as well as their risk tolerance. Gradient offers 3 distinct socially responsible portfolios that range from conservative to growth allocations, using a mix of stocks and bonds that correspond with positive ESG initiatives.

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer.
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Awards Received

2023

Revenues

112400000.00

Website Traffic

Employee Rating

3.40

Customer Rating

Company Size

100-1000

ESG Risk Rating

3.00

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Excellence In My Industry

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