At McBeath Financial Group we believe no two investors are alike. Therefore in order to help each client meet their financial goals, we base our process on a client focused personalized approach using multiple investment strategies. 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. We are an independent registered investment advisor.
Our mission is to provide the families we serve with innovative financial strategies, solutions, and planning that can provide financial clarity and security.
In the financial services industry, there are generally two ways of obtaining financial advice: one is given by agent or brokers and the other is given by Investment Advisors. While many investors aren’t even aware differences exist, one of the main differences is that investment advisors have a fiduciary duty to act in the best interests of their clients at all times.
McBeath Financial Group offers professional money management through our strategic investment partner, Gradient Investments, LLC (GI). GI is an SEC registered investment advisor offering clients twenty proprietary portfolios through its strategic investment partners across the country. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA.
Wayne Schmidt is a regular contributor to Forbes, The Wall Street Journal, and has been a featured guest on Fox Business News. He has been quoted on the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Reuters, and the Los Angeles Times. He is a Chartered Financial Analyst® and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.
Schmidt boasts 26 years investment experience. During his tenure at AXA Investment Managers, he served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios.
Michael Binger, CFA®, serves as the senior portfolio manager for Gradient Investments, LLC. Binger brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. He has extensive experience working directly with financial advisors designing and actively managing portfolios. Binger has successfully invested in numerous market and economic cycles giving him a level and depth of experience that is rare in this industry.
Binger’s media highlights include numerous appearances, providing market insight on CNBC, Fox Business News, Bloomberg TV, and Bloomberg Radio. He has also been quoted in The Wall Street Journal, Barron’s, Smart Money, Reuters, Business Week and numerous other local, national, and global investment publications.