Safe Harbor Financial Planning Group, LLC works with 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. Portfolios are managed by their Chief Investment Officer Wayne Schmidt, CFA, MBA, and President Michael Binger, CFA.
Schmidt and Binger each have more than 20 years of institutional investment experience and are regular contributors to CNBC, Fox Business, Forbes, The Wall Street Journal and 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 Analyst™ and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts. 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 Investment, LLC an SEC-registered investment advisor.
*Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus.
PRESIDENT , GRADIENT INVESTMENTS, LLC
Mike brings over 30 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. He has extensive experience working directly with financial advisors designing and actively managing portfolios. Mike has successfully invested in numerous market and economic cycles giving him a level and depth of experience that is rare in this industry. He spent more than 20 years at Thrivent Financial where he managed numerous equity funds through various economic cycles. Mike’s media highlights include numerous appearances, providing market insight on CNBC, Bloomberg TV and Bloomberg Radio. Mike has also been quoted in The Wall Street Journal, Barron’s, Smart Money, Reuters, Business Week and numerous other local, national and global investment publications.
CHIEF INVESTMENT OFFICER, GRADIENT INVESTMENTS, LLC
In 2008, Wayne brought 30 years of institutional investment experience to the private clients of Gradient Investments. During his tenure at AXA Investment Managers, Wayne 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. Wayne 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.
PORTFOLIO MANAGER, GRADIENT INVESTMENTS, LLC
Mariann has 20 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure. This experience includes company and industry sector analysis, risk monitoring and portfolio management in both the equity and fixed income markets. She is highly attuned to economic and market conditions, and has extensive experience selecting individual stocks, ETFs and mutual funds. In addition to being a CFA, she is a member of both the CFA Society of Minnesota and the CFA Institute. Mariann’s media highlights include quotes in Barron’s, The Wall Street Journal, Fortune, NPR, Washington Post and the Chicago Tribune. She has also appeared on Bloomberg TV and Fox Business News.
PORTFOLIO MANAGER, GRADIENT INVESTMENTS, LLC
Jeremy Bryan brings over 15 years of investment experience to the Gradient Investments team. Prior to joining Gradient Investments, Bryan spent several years working with investment advisors and their clients to design and manage investment portfolios. His in-depth knowledge of the private client market, along with his expertise in asset allocation, investment analysis and risk assessment, gives him a unique perspective into the investment markets. Bryan earned his CFA designation in 2010 and is a member of CFA Institute. He also remains actively involved with the CFA Society of Minnesota. Jeremy’s media highlights include appearing on Nightly Business Report and quotes in Wall Street Journal, U.S. News and World Report and Reuters.