Strategic Alliances

 
 
 
 

Walton Wealth Management Inc. offers professional

money management through various third-party money managers

.

 

One of our strategic alliances is with Gradient Investments, LLC.

Gradient Investments, LLC is a fee-only, SEC registered investment advisor (RIA). They have a fiduciary obligation to act in your best interest. They strive to provide independent investment advisors and their clients a progressive portfolio management suite through an active approach to risk management. They built their team around seasoned investment professionals: their portfolio managers provide decades of institutional investment experience and have a deep working knowledge of the individual client market. Whether your investment goal is preserving principal, maximizing income or accumulating capital, their investment team has a carefully designed strategy to help you achieve your long-term investment goals. *

 
 
Mike_sm.jpg

Michael Binger

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. 

 
 
Wayne_sm.jpg

Wayne Schmidt

Wayne Schmidt, Chartered Financial Analyst®, joined Gradient Investments in 2008 and serves as chief investment officer. With 30 years of investment experience, Schmidt brings a wealth of institutional experience, provides an in-depth knowledge of the private client market, and offers a global investment management perspective. Schmidt is an invaluable and direct resource to you, and he provides vast wisdom, knowledge and experience to help meet your long-term investment goals. 

 
Mariann_sm.jpg
 

Mariann Montagne

Mariann Montagne, Chartered Financial Analyst®, serves as portfolio manager for Gradient Investments. She has over 20 years of experience working with both institutional and high net worth clients, and has amassed a strong breadth of investment experience during her tenure. This 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, exchange-traded funds (ETFs) and mutual funds. 

Jeremy_sm.jpg

Jeremy Bryan

Jeremy Bryan, Chartered Financial Analyst®, serves as portfolio manager for Gradient Investments, and brings over 15 years of investment experience to the 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.