Gravity Investments
TypePrivate
Gravity Investments
IndustryInvestment services
Founded2000 (2000)
FounderJames Damschroder
Headquarters
Denver, Colorado
,
United States
ServicesInvestment Robo-advisory
Websitewww.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]

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]

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.
This article is issued from Wikipedia. The text is licensed under Creative Commons - Attribution - Sharealike. Additional terms may apply for the media files.