Gravity Investments Explained

Gravity Investments
Type:Private
Traded As:Gravity Investments
Founder:James Damschroder
Location City:Denver, Colorado
Location Country:United States
Industry:Investment services
Services:Investment Robo-advisory

Gravity Investments is an American investment services company. It is based in Denver, Colorado. Founded in 2000 by James Damschroder, the company operates as a digital advice platform or Institutional RoboAdvisory. They developed Gsphere, a software platform.[1]

History

The company was issued patents in 2009 for its visual representation of a portfolio, and again in 2011 for Diversification Measurement and Analysis System.[2]

Gravity Capital Partners (the investment management subsidiary and a Registered Investment Adviser) was founded in 2010 by James Damschroder and John Osland.[3]

Modern portfolio theory

The underlying portfolio optimization process is an offshoot of modern portfolio theory; it uses diversification optimization to create diversification-weighted portfolios and provides tools for portfolio analysis.[4] Once a portfolio is plugged in, it allows advisers to holistically determine which asset classes clients are too invested in and which ones may broaden the portfolio.[5]

Notes and References

  1. Web site: [Updated] What RIAs found out about Gsphere]. RIABiz. 24 August 2017.
  2. Web site: Gravity Investments Creates Strategic Partnership With Leading Wealth Manager. 24 August 2017.
  3. Web site: Lessons Learned From Joel Bruckenstein and Gravity Investments. 24 August 2017.
  4. Web site: Diversification-Weighted Performance Evaluation ETF.com. www.etf.com. 4 September 2017. en.
  5. Web site: Malito. Alessandra. Too many robos crowding the market?. www.investmentnews.com. 24 August 2017.