Gravity Investments

Last updated
Gravity Investments
Company type Private company
Industry Financial services
Founded2000;24 years ago (2000)
FounderJames Damschroder
Headquarters,
ServicesInvestment Robo-advisory
Website www.gravityinvestments.com

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]

Contents

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] [ better source needed ]

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]

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References

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