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Gradient | IQ Wealth®
Buffered Index Portfolios

IQ Wealth offers clients upside growth potential with a level of principal protection–all in a short term asset. Using secured structured notes– issued by well known institutions held in SIPC insured accounts– you have a way to put “lazy” money to work (also suitable for IRAs and rollovers). Investors can take advantage of growth up to a predetermined return cap but with a pre-determined level of buffer against market losses. The holding periods are typically 12 to 18 months. May be liquidated earlier on a prorated return basis.  Schedule a free 15 minute phone call to learn more. (888)310-1776

Sample Offerings: For Newest Updates (888)310-1776

Offering #1

  • Underwriter: JP Morgan
  • Index Linked to: DOW JONES
  • Cap: at least 10.50%
  • Buffer: 10.00%
  • Execution Date: August 13, 2021
  • Valuation Date: August 15, 2022

Offering #2

  • Underwriter: Barclays
  • Index Linked to: S&P 500 & DOW JONES
  • Cap: at least 17.00%
  • Buffer: 15.00%
  • Execution Date: August 13, 2021
  • Valuation Date: February 13, 2023

Offering #3

  • Underwriter: JP Morgan
  • Index Linked to: DOW JONES (Dual Directional)
  • Cap: at least 21.75%
  • Buffer: 10.00%
  • Execution Date: August 13, 2021
  • Valuation Date: August 14, 2023
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Designed For Upside Participation With a
Pre-Determined Level of Downside Protection

  • Market index-linked upside, typically with a cap of 8%-15%*
  • A significant, predetermined level of protection against loss (typically a protection level of 10% to 20%)**
  • Shorter term liquidity (12-18 months) (may be cashed out prior to maturity on a prorated basis. You are not “locked in” to a long term agreement)
  • FREE Guide 

*All offerings time sensitive—rate information on this site subject to change without notice.  Not FDIC insured. A buffer offers principal protection to a certain level, i.e. a 10% buffer protects against the first 10% of downward index movement.  A 15% buffer protects against the first 15% of index decline.
************Annuity Format also available:  Short term  l   prorated liquidity  l   no surrender charge  l  tax deferred    l  Top rated insurance companies   l   Suitable for IRAs and rollovers

Want to Learn More? Schedule a Free 15 Minute Phone Call!

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Buffered Index Portfolios Guide Delivery

Please consult your independent investment advisor before making any investment decisions. The information herein is for informational purposes only and should not be used as the sole basis for making an investment decision. Investing involves risk including the potential loss of principal. For more information, please request a copy of Gradient Investments’ ADV Part 2A. Gradient Investments, LLC is an SEC Registered Investment Advisor. IQ Wealth is an Arizona Registered Investment Advisory firm which partners with SEC registered advisory firms for investment products, supervision, and execution.
Not a bank deposit, not FDIC insured.