Gravity Investments
 | |
| Company type | Private company |
|---|---|
| Industry | Financial services |
| Founded | 2000 |
| Founder | James Damschroder |
| Headquarters | , |
| Services | Investment Robo-advisory |
| Website | www |
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
[edit]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
[edit]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]
References
[edit]- ^ "[Updated] What RIAs found out about Gsphere". RIABiz. Retrieved 24 August 2017.
- ^ "Gravity Investments Creates Strategic Partnership With Leading Wealth Manager". Retrieved 24 August 2017.
- ^ "Lessons Learned From Joel Bruckenstein and Gravity Investments". Retrieved 24 August 2017.
- ^ "Diversification-Weighted Performance Evaluation | ETF.com". www.etf.com. Retrieved 4 September 2017.
- ^ Malito, Alessandra. "Too many robos crowding the market?". www.investmentnews.com. Retrieved 24 August 2017.