Key Takeaways
- • Gradient Investments launched its Private Wealth Series, a suite of actively managed private market portfolios aimed at advisors and investors seeking diversification, long-term growth, and income beyond public equities and bonds.
- • The series offers two models: Horizon, targeting growth through private equity in technology, industrials, and healthcare, complemented by private infrastructure, private credit, and select private real estate.
- • Income Edge targets income-focused investors with private real estate and private credit, including senior secured, floating-rate lending structures.
- • The series provides streamlined 1099 tax reporting and enhanced transparency, reducing the administrative burden historically associated with alternatives.
- • The offering is managed by Gradient Investments and supported by CAIS, and is designed for mid- to long-term investors comfortable with reduced liquidity.
Summary
Gradient Investments, based in Arden Hills, Minnesota, announced the launch of its Private Wealth Series, according to a Business Wire release dated January 22, 2026. The series is described as a new suite of actively managed private market portfolios designed to help advisors and their clients pursue enhanced diversification, long-term growth, and reliable income beyond traditional public equities and bonds. The announcement frames the initiative as part of a broader shift in which private equity, private credit, infrastructure, and real estate, historically reserved for institutions and ultra-high-net-worth investors, are becoming more accessible.
Gradient portfolio manager Kyle Bergacker attributed this change to the evolution of fund structures, digital platforms, and reporting, which he said has made it more practical for advisors to integrate alternatives into client portfolios. The firm says the Private Wealth Series is a fully private, actively managed solution that has the potential to provide access to illiquidity premiums and uncorrelated sources of return relative to public markets. The release emphasizes that the series combines institutional-quality private assets with enhanced transparency and streamlined 1099 tax reporting, which it describes as addressing much of the administrative complexity associated with alternatives.
The series comprises two portfolio models. Horizon is designed for growth-oriented investors and emphasizes private equity exposure to high-growth sectors such as technology, industrials, and healthcare, complemented by allocations to private infrastructure, private credit, and select private real estate. Income Edge is designed for income-focused investors and prioritizes private real estate and private credit strategies, targeting durable cash flow through income-producing properties and senior secured, floating-rate lending structures.
Both models are intended for investors with mid- to long-term horizons who accept reduced liquidity in exchange for diversification and return potential. Bergacker stated that alternatives are most effective when treated as a strategic allocation rather than a short-term trade. The series is managed by Gradient Investments and supported by CAIS. The release does not disclose fund size, minimums, or fee terms.
Gradient portfolio manager Kyle Bergacker attributed this change to the evolution of fund structures, digital platforms, and reporting, which he said has made it more practical for advisors to integrate alternatives into client portfolios. The firm says the Private Wealth Series is a fully private, actively managed solution that has the potential to provide access to illiquidity premiums and uncorrelated sources of return relative to public markets. The release emphasizes that the series combines institutional-quality private assets with enhanced transparency and streamlined 1099 tax reporting, which it describes as addressing much of the administrative complexity associated with alternatives.
The series comprises two portfolio models. Horizon is designed for growth-oriented investors and emphasizes private equity exposure to high-growth sectors such as technology, industrials, and healthcare, complemented by allocations to private infrastructure, private credit, and select private real estate. Income Edge is designed for income-focused investors and prioritizes private real estate and private credit strategies, targeting durable cash flow through income-producing properties and senior secured, floating-rate lending structures.
Both models are intended for investors with mid- to long-term horizons who accept reduced liquidity in exchange for diversification and return potential. Bergacker stated that alternatives are most effective when treated as a strategic allocation rather than a short-term trade. The series is managed by Gradient Investments and supported by CAIS. The release does not disclose fund size, minimums, or fee terms.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.