Institutional Fund Series

Gradient’s mutual fund portfolios are built with the end result in mind. We con­struct diversified portfolios to achieve your investment objectives. 
Our investment strategy is comprised mainly of funda­mental analysis. Investment securities are evaluated from top-down and bottom-up perspectives. The focus is to deliver higher risk adjusted returns than the broad market. Our analysis allows us to identify top performing mutual fund managers that deliver consistently strong performance with less over­all volatility than its respec­tive benchmark.

Once funds are identified, we build the allocations to find the optimal blend to maximize return and minimize portfolio risk and volatility. We perform ongo­ing security analysis which allows us to reduce or shift sector or asset class expo­sure according to current market conditions. This allows us to reduce some of the downside exposure in a prolonged bear market.

Have questions? Contact us or call 855-872-8593.

Adagio Capital Advisors is based in Southwest Florida.