At Investment Strategies, LLC, we believe no two investors are alike. In order to help each client pursue their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon and income needs. The strategies that we select are designed based on your investment goals.
Brad Bertrand, Rhett Wood and Mark Rose offer professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC registered investment advisor firm offering clients over 20 proprietary portfolios. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA and Senior Portfolio Manager, Michael Binger, CFA.
Schmidt and Binger are regular contributors to CNBC, Fox Business, Forbes, The Wall Street Journal and have many other national publications. Schmidt has been quoted on the subject of the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Reuters and The Los Angeles Times. He is a Chartered Financial AnalystTM and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.
Schmidt and Binger each boast over 20 years of institutional investment experience. During his tenure at AXA Investment Managers, Schmidt served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios. Binger spent more than 20 years at Thrivent Financial where he managed numerous equity funds through various economic cycles.
Content provided by Gradient Investments, LLC, an SEC registered investment advisor.