We, at Lonestar Wealth Management, personalize our approach to investing based on your goals and risk tolerance.
Each of our clients is unique and our advice and recommendations are strategically designed to align with our clients’ investment goals, desired return objectives, risk tolerance, and income needs.
We also partner with Gradient Investments, LLC (GI), a fee-only investment manager that provides unique portfolio strategies and actively manages risk to provide a personalized investment solution. Gradient Investments is an SEC registered investment advisor firm offering clients over 20 proprietary portfolios. The portfolios are managed by their president Michael Binger, CFA and a team of portfolio managers.
GI portfolios invest in stocks, bonds, and exchange traded funds (ETFs) utilizing separately managed accounts. Together with our Gradient team, we address your investment challenges through a proprietary 3-Axis Control System which actively manages Risk Exposure, Investment Strategy, and Investment Performance.
Whether your investment goal is preserving principal, maximizing income or capital appreciation, Gradient Investments’ portfolio offerings along with Lonestar Wealth Management work to provide a customized solution designed to help you achieve your long-term investment goals.
This endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by the firm. The firm refers clients to GI for portfolio management services. GI does not pay separate compensation to the firm in relation to its endorsement or any promotional services. However, the firm receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. The firm also shares in the revenue of GI via quarterly payments based on the amount of total assets the firm places with GI. This endorsement incentivizes the firm in increasing the assets placed with GI, and therefore the compensation received by the firm. The firm and its investment advisor representatives are not supervised by GI. While these conflicts of interest exist, the firm and its investment advisor representatives are subject to fiduciary duty and must act in the best interests of their clients. The firm and their clients are not required to use GI and may select other investment managers.