Investment Management

At Managed Wealth Advantage, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon and income needs. Our investment strategies are designed based on your investment goals.

Strategic Alliances

Managed Wealth Advantage, LLC offers professional money management through 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 twenty proprietary portfolios. 

MICHAEL BINGER,
CFA®


President
Gradient Investments, LLC

JEREMY BRYAN,
CFA®

Senior Portfolio Manager
Gradient Investments, LLC

KEITH GANGL,
CFA®

Portfolio Manager
Gradient Investments, LLC

TYLER ELLEGARD, CFA®

Portfolio Manager
Gradient Investments, LLC

*This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. 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’s 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.