Investment Management

Our investment management team is at your disposal.

At Soard Financial Management, LLC we believe all investors are unique. To help you progress toward your financial goals, we work with you to develop a personalized approach to investing. We consider your investment goals, desired return objectives, risk tolerance, time horizon, and income needs.

We also partner with Gradient Investments, LLC, a fee-only investment manager that provides unique portfolio strategies and actively manages risk to provide a personalized investment solution.

Gradient Investments invests in stocks, bonds, and exchange traded funds (ETFs) through separately managed accounts. Together with Gradient, we address your investment challenges through a proprietary 3-Axis Control System which actively manages Risk Exposure, Investment Strategy and Investment Performance.

Whether your investment goal is preserving principal, maximizing income or capital appreciation, Gradient Investments’ portfolios provide a customized solution designed to help you achieve your long-term investment goals.