{"id":303,"date":"2018-12-17T15:50:08","date_gmt":"2018-12-17T21:50:08","guid":{"rendered":"https:\/\/gpswp.com\/safeharborfpg2\/?page_id=303"},"modified":"2023-12-19T14:54:09","modified_gmt":"2023-12-19T20:54:09","slug":"strategic-partners","status":"publish","type":"page","link":"https:\/\/gpswp.com\/safeharborfpg\/strategic-partners\/","title":{"rendered":"Strategic Partners"},"content":{"rendered":"<p>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 the following:<\/p>\n<p>Content provided by Gradient Investment, LLC an SEC-registered investment advisor.<\/p>\n<p><em>*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.<\/em><\/p>\n<hr \/>\n<p><strong><img loading=\"lazy\" class=\"size-full wp-image-286 alignleft\" src=\"https:\/\/gpswp.com\/financialdistributorsllc2\/wp-content\/uploads\/sites\/573\/binger.jpg\" alt=\"\" width=\"150\" height=\"208\" \/>MICHAEL BINGER\u00a0<\/strong><br \/><em>CFA\u00ae<\/em><em><br \/><\/em><em>PRESIDENT<\/em>\u2028,\u00a0<em>GRADIENT INVESTMENTS, LLC<\/em><br \/>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\u00a0spent more than 20 years at Thrivent Financial where he managed numerous equity funds through various economic cycles. Mike\u2019s media highlights include numerous appearances, providing market insight on CNBC, Bloomberg TV and Bloomberg Radio.\u2028Mike has also been quoted in The Wall Street Journal, Barron\u2019s, Smart Money, Reuters, Business Week and numerous other local, national and global investment publications.<\/p>\n<p>\u00a0<\/p>\n<p><strong><em><img loading=\"lazy\" class=\"size-full wp-image-288 alignleft\" src=\"https:\/\/gpswp.com\/financialdistributorsllc2\/wp-content\/uploads\/sites\/573\/jeremy.jpg\" alt=\"\" width=\"150\" height=\"208\" \/><\/em>JEREMY BRYAN<\/strong><em><br \/>CFA\u00ae<br \/><\/em><em>SENIOR PORTFOLIO MANAGER, GRADIENT INVESTMENTS, LLC<br \/><\/em>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\u2019s media highlights include appearing on Nightly Business Report and quotes in Wall Street Journal, U.S. News and World Report and Reuters.<\/p>\n<p>\u00a0<\/p>\n<p><strong><img loading=\"lazy\" class=\"size-full wp-image-285 alignleft\" src=\"https:\/\/gpswp.com\/safeharborfpg\/wp-content\/uploads\/sites\/630\/Gangl-Keith-update.jpg\" alt=\"\" width=\"150\" height=\"208\" \/>KEITH GANGL<\/strong><br \/><em>CFA\u00ae<br \/><\/em><em>PORTFOLIO MANAGER,\u00a0<\/em><em>GRADIENT INVESTMENTS, LLC<\/em><br \/>Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA\u00ae charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor\u2019s Business Daily, Nasdaq, Reuters, and Bloomberg.<\/p>\n<p>\u00a0<\/p>\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><small>This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC.&nbsp; A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor\u2019s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.<\/small><\/p>\n\n\n\n<style>\n.alignleft {\n    float: left;\n    margin: 0 20px 50px 0;\n}\n<\/style>\n","protected":false},"excerpt":{"rendered":"<p>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 the following: Content provided by Gradient Investment, LLC an SEC-registered investment advisor. *Diversification and asset [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Strategic Partners - Safe Harbor Financial<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Strategic Partners - Safe Harbor Financial\" \/>\n<meta property=\"og:description\" content=\"Safe Harbor Financial Planning Group, LLC works with various third-party money managers. 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