Gravity Investments

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]

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

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.
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