Gradient Investments Launches Their “Private Wealth Series” Expanding Access to Institutional-Quality Alternatives

ARDEN HILLS, Minn.--(BUSINESS WIRE)--Gradient Investments today announced the launch of its Private Wealth Series, a new suite of actively managed private market portfolios designed to help advisors 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 markets. Designed with both performance and usability in mind, the Private Wealth Series combines institutional-quality private assets with enhanced transparency and streamlined 1099 tax reporting, eliminating much of the administrative complexity historically associated with alternatives.

The series offers two portfolio models aligned to distinct investor objectives:

• Horizon, designed for growth-oriented investors, emphasizes private equity exposure to high-growth sectors such as technology, industrials, and healthcare. The portfolio is complemented by allocations to private infrastructure, private credit, and select private real estate to enhance resilience and diversification.
• Income Edge, designed for income-focused investors, prioritizes private real estate and private credit strategies, targeting durable cash flow through income-producing properties and senior secured, floating-rate lending structures.

Both models are designed for investors with mid- to long-term horizons who are comfortable with reduced liquidity in exchange for diversification and return potential. As Bergacker noted, “Alternatives are most effective when they’re treated as a strategic allocation, not a short-term trade.”

Managed by Gradient Investments and supported by CAIS, the Private Wealth Series provides advisors with streamlined access to professionally managed private markets in a modern, advisor-friendly structure. Through active management, diversified alternative exposures, and operational simplicity, Gradient Investments continues to expand the toolkit available to advisors seeking more resilient, well-rounded portfolios for their clients.