Gradient Financial Group

4105 Lexington Ave N Ste 380, Arden Hills, MN 55126

GFG and its member organizations serve independent financial services professionals by offering a di

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2.6

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 can 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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Awards Received

2023

Revenues

$16,000,000.00

Website Traffic

Employee Rating

3.9

Customer Rating

3.8

Company Size

100-1000

ESG Risk Rating

3

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