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Generational Vault

Strategic Alliances

Kramer Investment Services, LLC offers professional money management through various third-party money managers.

Gradient Investments, LLC (GI). GI ls 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 Analyst, Mariann Montagne, CFA. These three industry leaders now offer our clients their combined experience. Schmidt brings 30 years of institutional investment experience to the private clients of Gradient Investments. Binger brings over 24 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. Financial Advisor Magazine named Gradient Investments the 35th fastest growing RIA firm in the nation (July 2016).

Brookstone Capital Management is an SEC Registered Investment Advisory Firm offering several investment portfolios among many portfolio managers. Dean Zayed is the President and CEO brings a team with a wealth of experience. Brookstone Capital Management was ranked on the Financial Times Top 300 RIA List for 2014, 2015, 2016 and have Assets Under Management of over $1.4 Billion (March 2016).