At The Viable Group, Inc., we believe no two investors are alike. In order to help each client pursue 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 long-term investment goals of preserving principal, maximizing income or accumulating capital.
As a fiduciary, we have an obligation to ensure the appropriate products are chosen based on the clients’ best interest. Therefore, we develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs. Our goal is to work towards increasing your investment returns through diversification of your assets* and a disciplined investment philosophy combined with rigorous risk management.
The Viable Group, Inc. offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC registered investment advisor firm offering clients over 20 proprietary portfolios. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA; Senior Portfolio Manager, Michael Binger, CFA; and Senior Investment Analysis, Mariann Montagne, CFA.
These three industry leaders now offer our clients their combined expertise. Schmidt brings 30 years of institutional investment experience to the private clients of Gradient Investments. Binger brings over 29 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. Montagne has 20 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure. In addition, Schmidt, Binger and Montagne are regular contributors to CNBC, Fox Business, Forbes, The Wall Street Journal and have many other national publications.