{"id":803,"date":"2021-08-19T14:25:56","date_gmt":"2021-08-19T14:25:56","guid":{"rendered":"http:\/\/gpswp.com\/cooperfinancial-new\/?page_id=803"},"modified":"2024-01-04T17:51:39","modified_gmt":"2024-01-04T17:51:39","slug":"strategic-alliances","status":"publish","type":"page","link":"https:\/\/gpswp.com\/cooperfinancial\/strategic-alliances\/","title":{"rendered":"Strategic Alliances"},"content":{"rendered":"\n<p class=\"has-text-align-center\">Cooper Financial Investments, LLC 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. Portfolios are managed by an experienced portfolio management team.&nbsp;&nbsp;<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<center><figure class=\"wp-block-embed is-type-video is-provider-vimeo\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/183330467?dnt=1&amp;app_id=122963\" width=\"640\" height=\"360\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\"><\/iframe>\n<\/div><\/figure><\/center>\n\n\n\n<p class=\"has-text-align-center\">The investment team is comprised of 5 Chartered Financial Analysts, which is a gold standard among investment professionals.  Team members have a long tenured history within institutional research and asset allocation, providing insight, active management, and subject matter expertise on a variety of asset classes for multi-billion dollar institutions.  Lastly, the team are frequent guests in the media, including regular appearances on CNBC, Fox Business, and Bloomberg along with national publications such as Forbes and the Wall Street Journal.\n<\/p>\n\n\n\n<p class=\"has-text-align-center\">Content provided by Gradient Investment, LLC an SEC-registered investment advisor.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<br><small>*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.<\/small>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div class=\"wp-block-image\"><figure style=\"width: 35%; height:auto;\" class=\"alignleft\"><img src=\"http:\/\/gpswp.com\/cooperfinancial\/wp-content\/uploads\/sites\/801\/Mike_2.png\" alt=\"\" class=\"wp-image-42\"\/><\/figure><\/div>\n<h2><u>Michael Binger, CFA\u00ae<\/u><\/h2> <h4>President Of Gradient Investments, LLC<\/h4><\/center>\n<p>Mr. Binger is the President of Gradient Investments. He has been with Gradient Investments since 2012 and has more than 30 years of total investment management experience. Mr. Binger\u2019s prior roles include managing multi-billion dollar investment products for a large institutional asset manager. He graduated with a bachelor\u2019s degree from the University of Minnesota and is a CFA\u00ae charterholder. We believe that he brings a depth of market experience that is rare within the industry and has been a featured contributor with several media outlets including CNBC, Fox Business, Barron\u2019s, and The Wall Street Journal.<\/p>\n\n\n\n<div class=\"clearfix\"><\/div>\n<hr class=\"wp-block-separator\">\n\n\n\n<div class=\"wp-block-image\"><figure style=\"width: 35%; height:auto;\" class=\"alignleft\"><img src=\"http:\/\/gpswp.com\/cooperfinancial\/wp-content\/uploads\/sites\/801\/jeremy-1.png\" alt=\"\" class=\"wp-image-42\"\/><\/figure><\/div>\n<h2><u>Jeremy Bryan, CFA\u00ae<\/u><\/h2> <h4>Senior Portfolio Manager Gradient Investments, LLC<\/h4><\/center>\n<p>Mr. Bryan is a Senior Portfolio Manager for Gradient Investments. He has been with Gradient Investments since 2016 and has over 15 years of total investment management experience. Mr. Bryan\u2019s job history includes equity research and portfolio management roles for institutional asset managers in Minneapolis and New York. He has been a frequent contributor to media outlets including CNBC, Fox Business, Reuters, and The Wall Street Journal. Mr. Bryan graduated with a bachelor\u2019s degree from St. Cloud State University, earned an MBA from the University of St. Thomas, and is a CFA\u00ae charterholder.<\/p>\n\n\n\n<div class=\"clearfix\"><\/div>\n<hr class=\"wp-block-separator\">\n\n\n\n<div class=\"wp-block-image\"><figure style=\"width: 35%; height:auto;\" class=\"alignleft\"><img src=\"http:\/\/gpswp.com\/cooperfinancial\/wp-content\/uploads\/sites\/801\/Gangl-Keith-update.jpg\" alt=\"\" class=\"wp-image-42\"\/><\/figure><\/div>\n<h2><u>Keith Gangl, CFA\u00ae<\/u><\/h2> <h4>Portfolio Manager Gradient Investments, LLC<\/h4><\/center>\n<p>Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA\u00ae charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor\u2019s Business Daily, Nasdaq, Reuters, and Bloomberg.  <\/p>\n\n\n\n<div class=\"clearfix\"><\/div>\n<br><br><br>\n\n\n\n<p><em><small>Content provided by Gradient Investment, LLC, an SEC registered investment advisor.<\/small><\/em><\/p>\n\n\n\n<br>\n<small><i>This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC.  A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor\u2019s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.<\/i><\/small>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h1>Strategic Referral Partner Services<\/h1>\n<br>\n\n\n\n<div class=\"col-sm-3\" style=\"margin-bottom: 15px;\"><center><img src=\"http:\/\/gpswp.com\/cooperfinancial\/wp-content\/uploads\/sites\/801\/1634755444_medicare.png\" style=\"width:100%;\"><b>Medicare<\/b><\/center><\/div>\n\n\n\n<div class=\"col-sm-3\" style=\"margin-bottom: 15px;\"><center><img src=\"http:\/\/gpswp.com\/cooperfinancial\/wp-content\/uploads\/sites\/801\/1634755444_home_health_care.png\" style=\"width:100%;\"><b>Home Health care<\/b><\/center><\/div>\n\n\n\n<div class=\"col-sm-3\" style=\"margin-bottom: 15px;\"><center><img src=\"http:\/\/gpswp.com\/cooperfinancial\/wp-content\/uploads\/sites\/801\/1634755441_tax_planning.png\" style=\"width:100%;\"><b> Tax Planning<\/b><\/center><\/div>\n\n\n\n<div class=\"col-sm-3\" style=\"margin-bottom: 15px;\"><center><img src=\"http:\/\/gpswp.com\/cooperfinancial\/wp-content\/uploads\/sites\/801\/1634755442_estate_planning.png\" style=\"width:100%;\"><b> Estate Planning<\/b><\/center><\/div>\n<br><br>\n<div class=\"clearfix\"><\/div>\n\n\n\n<div class=\"col-sm-3\" style=\"margin-bottom: 15px;\"><center><img src=\"http:\/\/gpswp.com\/cooperfinancial\/wp-content\/uploads\/sites\/801\/1634755440_reverse_mortgage.png\" style=\"width:100%;\"><b> Reverse Mortage<\/b><\/center><\/div>\n\n\n\n<div class=\"col-sm-3\" style=\"margin-bottom: 15px;\"><center><img src=\"http:\/\/gpswp.com\/cooperfinancial\/wp-content\/uploads\/sites\/801\/1634755440_real_estate.png\" style=\"width:100%;\"><b> Real Estate<\/b><\/center><\/div>\n\n\n\n<div class=\"col-sm-3\" style=\"margin-bottom: 15px;\"><center><img src=\"http:\/\/gpswp.com\/cooperfinancial\/wp-content\/uploads\/sites\/801\/1634755439_car_homeowner_insurance.png\" style=\"width:100%;\"><b> Car Homeowner Insurance<\/b><\/center><\/div>\n\n\n\n<div class=\"col-sm-3\" style=\"margin-bottom: 15px;\"><center><img src=\"http:\/\/gpswp.com\/cooperfinancial\/wp-content\/uploads\/sites\/801\/1634755438_elder_care_law_planning.png\" style=\"width:100%;\"><b> Elder Care Law Planning<\/b><\/center><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Cooper Financial Investments, LLC 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. Portfolios are managed by an experienced portfolio management team.&nbsp;&nbsp; The investment team is [&#8230;]<br \/><a class=\"read-more small\" href=\"https:\/\/gpswp.com\/cooperfinancial\/strategic-alliances\/\">Continue Reading <i class=\"fa fa-long-arrow-right\"><\/i><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Strategic Alliances - Cooper Financial<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gpswp.com\/cooperfinancial\/strategic-alliances\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Strategic Alliances - Cooper Financial\" \/>\n<meta property=\"og:description\" content=\"Cooper Financial Investments, LLC offers professional money management through various third-party money managers. 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