I have successfully completed the Series 65 Securities Law Exam. I operate within the capacity as a fiduciary when advising my clients. I will always worked in the best interest of my clients and have worked in this industry since 1994
I utilize a consultative approach when working with my clients and compare various alternatives to determine which will provide the outcome they desire.
Elouise and her husband Craig became clients in 2015. Later in 2016 when I opened up the new Troy location, I hired one of Craig's companies to do some renovations to the office.
We needed some additions to our team and Elouise was a great fit. She understood our process, trusted me and loves working with people in this industry.
Linda became a client in 2016 and we helped her to successfully retired in 2019 after a distinguished career as an RN for 36 years.
As the needs of our firm grew, we talked to Linda about coming on board to help us with educational events and other client directed activities. She loves helping and enjoys serving others.
Today things are changing rapidly! The rules change, taxes change, markets are riddled with volatility. We believe that no longer can one best serve the needs of a client unless they have a team approach and a process to validate all financial decisions. PIA has assembled a team of qualified professionals and a process to help clients make the right choice.
Every member of our team understands the importance of integrating and coordinating all of ones important financial decisions. We work together until the issue is solved to the client's satisfaction and understanding.
So when we say "We've Got You Covered", WE MEAN IT!
THE WRIGHT Investment Strategy
Gradient Investments, LLC (Gradient) is an independent, privately owned, fee-only, SEC registered investment advisor. We are a professional asset management firm committed to your long-term financial success.
We serve individuals, corporations, employer-sponsored pension plans, foundations and endowments. We primarily utilize exchange traded funds (ETF), stocks and options through separately managed accounts. Whether your investment goal is preserving principal, maximizing income or accumulating capital, our portfolios are designed to achieve your long-term investment goals.
We actively manage accounts through our proprietary Wright Investment Strategy, which is based on the principles of flight. Although the Wright brothers' first flight was over 100 years ago, it remains one of the most complex and demanding challenges ever mastered. The Wright brothers conquered this challenge by developing a scientific 3-Axis Control System that is still used today on fixed-wing aircraft.
At Gradient, we address your investment challenges through a parallel 3-Axis Control System which actively manages Risk Exposure, Investment Strategy and Investment Performance. Founded on the principle of fiduciary responsibility, we provide tailored investment solutions based on your unique objectives.
President- Gradient Investments
Michael Binger, CFA, serves as the President of Gradient Investments, LLC. Binger brings over 31 years of investment management experience to Gradient Investments and its affiliated advisors and clients. He has extensive experience working directly with financial advisors designing and actively managing portfolios. Binger has successfully invested in numerous market and economic cycles giving him a level and depth of experience that is rare in this industry.
Binger graduated from the University of Minnesota earning a Bachelor of Science in Business Administration-Finance. He graduated with honors and was the University of Minnesota's “Wall Street Journal Award Winner”. Binger is a CFA and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.
Binger's media highlights include numerous appearances, providing market insight on CNBC, Bloomberg TV and Fox Business. He 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.
Senior Portfolio Manager - Gradient Investments
Jeremy Bryan, CFA serves as Senior Portfolio Manager for Gradient Investments, LLC. He brings over 15 years of investment experience to Gradient Investments. Prior to joining GI, Jeremy 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 within the investment markets.
Jeremy was born and raised in Minnesota and has been in the investment industry since 2000. Prior to GI, he worked as an equity analyst at Deephaven Capital Management in Minneapolis and Surveyor Capital in New York. Most recently, he was an equity portfolio manager at Alerus Financial in Minneapolis, overseeing assets under management of greater than $2 billion.
Mr. Bryan graduated from St. Cloud State University with a Bachelor of Science (Finance) and earned a Master's Degree (MBA) from the University of St. Thomas in Minneapolis, MN. Jeremy earned his Chartered Financial Analyst (CFA) designation in 2010 and is a member of the CFA Institute and remains actively involved with the CFA Society of Minnesota.
Portfolio Manager - Gradient Investments
Keith Gangl, CFA, serves as a portfolio manager for Gradient Investments, LLC. Gangl brings over 22 years of institutional investment management experience to Gradient Investments.
Prior to Gradient, Gangl worked as a senior portfolio manager for over 18 years covering various asset styles and market capitalizations for Thrivent Financial. He was on a team overseeing several billion dollars in assets. Gangl while managing the fund twice won a Lipper Leader Award, which is given to a fund that excels in providing consistent strong risk-adjusted performance relative to their peers. As a senior portfolio manager, he developed and oversaw the tactical investment strategies utilized within mutual funds, variable annuities, pension funds and insurance company products. These investment processes included proprietary portfolio construction strategies, security selection metrics and volatility controlled parameters. Gangl helped start and develop the quantitative department improving portfolio construction and risk monitoring tools.
Gangl graduated from St. John's University earning a Bachelor of Arts in Math and Computer Science. He received his Master of Business Administration graduate degree from the University of St. Thomas.
Gangl has been featured in Investor's Business Daily, quoted in Bloomberg, Wall Street online, Reuters, Yahoo! News and other local and national publications.
Portfolio Manager - Gradient Investments
Tyler Ellegard, CFA serves as a Portfolio Manager for Gradient Investments, LLC. Prior to his current role with GI, he served as an investment analyst where he assisted the Portfolio Managers with analysis of portfolio performance and individual security selection.
Prior to Gradient, Tyler worked for US Bancorp in Minneapolis, MN as a Wealth Management Advisor where his primary responsibility was building custom investment portfolios tailored to clients specific investment objectives and risk tolerences. Tyler is a graduate of the University of Minnesota with a Bachelor of Science degree in Applied Economics with an emphasis in Finance.
Investment Consultant - Gradient Investments
Matt Anderson serves as a Senior Investment Consultant at Gradient Investments. As a Senior Investment Consultant he builds strategic partnerships with independent investment advisors to implement marketing strategies to grow their businesses and assists them and their clients with investment decisions and portfolio allocation. Anderson started his career with Gradient Financial Group in 2015 with the Case Central team as a Senior Case Design Specialist where he worked directly with advisors to create financial plans, asset allocation recommendations, supporting reports and investment analysis.
Anderson was raised in Minnesota, where he attended Saint John's University and earned a Bachelor of Arts degree in Finance with a minor in Business Management. Anderson currently holds the Series 65 license as well as the Life and Health license.
Gives you peace of mind
Ensures your wishes are fulfilled after death
Minimizes the time and money lost in probate
Designates who oversees your finances and medical decisions if you’re incapacitated or debilitated
Medicare & Medicare Supplement Insurance
RetireMED®iQ can help you prepare for your journey whether you are considering retirement, new to Medicare or working beyond 65. They provide peace of mind to individuals who are at various stages on their Medicare journey.
They provide expert advice, access to ALL plans and dedicated lifelong support all at NO COST to you.
Tax Planning
Our team of CPA's and tax professionals provide tax planning, preparation and filing services for our clients year round. Through proper tax planning, you receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals.
We calculate and explain the tax effects of major transactions such as a new home purchase, child birth and more. Our proactive planning philosophy allows you to minimize tax burdens.
Home Health Care
Skilled & Non-Medical
By providing a broad spectrum of services including skilled nursing, home health aides, physical/occupational/speech therapy and behavioral health we tailor your plan of care to your unique need.
In addition, we accept over 40 insurance plans including state waiver and passport.
Our goal is to keep you and your loved ones independent, healthy and secure.
All written content on this site is for information purposes only.
All information and ideas should be discussed in detail with your individual advisor prior to implementation.
Advisory services are offered through Pinnacle Investment Advisors, LLC, a registered investment advisor in the state of Ohio. Insurance services are offered through Temple Financial Solutions, an affiliated company. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted. Neither Pinnacle Investment Advisors, LLC, nor Temple Financial Solutions are affiliated with or endorsed by the Social Security Administration or any government agency.
Pinnacle Investment Advisors, LLC
21 Robin Hood Lane Troy, Ohio 45373
3210 Beaver Vu Drive Beavercreek, OH 45431
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