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Choose the persona that fits you best and start building your ultimate investing machine.
Whether you want to implement your own digital advisor platform, provide
recommendations, get compliant on diversification, process documentation,
or just create better portfolios; we got you covered:
Asset allocation is when you designate a plan to follow. Portfolio optimization is when you perform asset allocation efficiently, given the investor’s objectives. Finally, portfolio re-optimization is when you optimize the portfolio regularly, knowing that the markets will constantly be changing and the best portfolios change with the times. Combining diversification and re-optimization with a hint of momentum, we think there is a sweet spot that won’t chase performance, stays in tune with the market, and protects investor capital from unknown risks.
We patented diversification optimization, diversification visualization, and diversification measurement. It’s time to bring diversification to the table for all of your investor conversations. Risk, return, and diversification. And since most investors have much worse diversification than they think, you can objectively illustrate how they are positioned and what they need to do to fix it.
Portfolio comparisons are the ultimate before-and-after tool. Put it on the big screen and win more HNW business. Offer a free portfolio review. Teach, visualize, and practice better diversification.
Our unique policy tree is unlike anything you’ve seen in the industry. It is a powerful rules engine that combines rules governing how a portfolio gets built, managed, and automated. It can create portfolios of almost any strategy and combine different investment sets and user preferences to create the perfect, customized, optimal portfolio for your investors.
Over the last 15 years, not much genuinely new has occurred in the application of asset allocation and optimization software. The Gsphere system brings an authentically new technology to the problem of diversification. Not only does it provide a new way to view diversification, but it also gives the user the power to construct portfolios of nearly any group of asset classes or individual investments and literally see how they work together. Moreover, the Gsphere software’s new conceptions and applications of risk adjustments have real-world applications for clients and advisors. It fully supports advisors to give better investment advice while also providing clients with superior risk-adjusted returns. Add to this the transparent automation of an advisor’s routines with overall ease of use, and clearly, Gsphere is nothing less than a revolution in the field.
Founder and inventor of RAMCAP, the "intelligent asset allocator" one of the first desktop investment diversification systems; Former Adjunct professor to the College for Financial Planning; Co-Creator of one of the first "Fund of Funds" hedge funds - twice named in the top 10 by the Wall Street Journal.
At Portfolio ThinkTank, diversity does not end with the portfolio. Instead, we strive to create a culture that embraces diversity, proactively protects our ecosystem from ignorance, fear and hate, and celebrates the beauty of our differences.
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