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| Company type | Private company |
|---|---|
| Industry | Financial services |
| Founded | 2000; 25 years ago (2000) |
| Founder | James Damschroder |
| Headquarters | Denver, Colorado, United States |
| 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.
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.
Gravity Capital Partners (the investment management subsidiary and a Registered Investment Adviser) was founded in 2010 by James Damschroder and John Osland.
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. 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.
References
- "[Updated] What RIAs found out about Gsphere". RIABiz. Retrieved 24 August 2017.
- "Gravity Investments Creates Strategic Partnership With Leading Wealth Manager" (Press release). Retrieved 24 August 2017 – via marketwired.com.
- "Lessons Learned From Joel Bruckenstein and Gravity Investments". thinkadvisor.com. Retrieved 24 August 2017.
- "Diversification-Weighted Performance Evaluation". ETF.com. Retrieved 4 September 2017.
- Malito, Alessandra. "Too many robos crowding the market?". investmentnews.com. Retrieved 24 August 2017.