Gradient Investments has announced the launch of its Private Wealth Series, a new suite of actively managed private market portfolios designed to help advisers and investors pursue enhanced diversification, long-term growth and reliable income beyond traditional public equities and bonds.
For decades, private equity, private credit, infrastructure and real estate were largely reserved for institutions and ultra-high-net-worth investors. That dynamic is rapidly changing. According to Gradient Investments portfolio manager Kyle Bergacker, “The evolution of fund structures, digital platforms and reporting has opened the door for advisors to thoughtfully integrate alternatives into client portfolios in a far more practical way.”
The Gradient Investments Private Wealth Series is a fully private, actively managed investment solution that has the potential to deliver access, capture illiquidity premiums, and deliver uncorrelated sources of return relative to public market
