At Boatman Wealth Management, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we implement a team-oriented approach to investment management and a client focused culture that is fundamental to our investment process.
Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation.
Our investment strategy is designed based on your investment goals like preserving principal, maximizing income or accumulating capital.
As a fiduciary, we have an obligation to ensure the appropriate products are chosen based on the client’s best interest. Therefore, we develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs. Our goal is to maximize your investment returns through diversification of your assets* and a disciplined investment philosophy combined with rigorous risk management.
*Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus.
GRADIENT INVESTMENTS
MICHAEL BINGER, CFA®
PRESIDENT
GRADIENT INVESTMENTS, LLC
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
KEITH GANGL, CFA®
SENIOR PORTFOLIO MANAGER
GRADIENT INVESTMENTS, LLC
Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.
TYLER ELLEGARD, CFA®
SENIOR PORTFOLIO MANAGER
GRADIENT INVESTMENTS, LLC
Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.
* This endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by an investment advisor representative of Gradient Advisors, LLC (GA). This investment advisor representative refers clients to GI for portfolio management services. GI does not pay separate compensation to GA in relation to its endorsement or any promotional services. However, GA receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. GA also shares in the revenue of GI via quarterly payments based on the amount of total assets GA places with GI. This endorsement incentivizes GA in increasing the assets placed with GI, and therefore the compensation received by GA. GA’s investment advisor representatives are not affiliated with or supervised by GI. An additional conflict of interest exists because GA and GI are under common ownership. While these conflicts of interest exist, investment advisor representatives of GA are subject to fiduciary duty and must act in the best interests of their clients. These investment advisor representatives and their clients are not required to use GI, and may select other investment managers.