Digital Advice Platform
The cornerstone of Gsphere is our breakthrough digital advice platform and discoveries in the science of portfolio diversification. What do you know about Gravity Investments?
Use our patented diversification visualization and measurement technologies to properly diagnose any portfolio. This powerful portfolio analysis will provide you with a new perspective and help you better serve investors.
Diversification Optimization creates Diversification Weighted® portfolios. Our rules-based optimization engine allows any portfolio to be backtested, optimized, and automated.
This portfolio rule engine is sophisticated and powerful, and it is favored by investment professionals who care about the strategies they recommend.
The time has passed when investment fiduciaries can afford to be blind to their portfolios’ diversification. Gsphere provides the tools for serious investors. Our portfolio visualizations will leave an indelible impression on your clients and prospects, giving you a significant advantage in competitive opportunities.
The Enabling I.P and Technology Stack
Recommendation Engine
- Generative A.I. Contextual Recommendations
- Custom Priced and Revenue Sharing
- Push or Pull, API or GUI
Strategy Automation
- Flexible Use Cases & Programmable IPS
- Any Strategies or Asset Types
- Rules-Based Self Driving Money
Portfolio Backtesting
- Validation / Objectivity / Compliance
- Comparisons & Proposals, Analytics & Diagnostics
Re-Optimization
- Rules Engine, aka. The Policy Tree
- Full Lifecycle Portfolio Management
- High-End Workflows, Overlays
Science of Diversification
- Patented Measurement
- Patented Visualization, Patented Optimization
Inventors of the 3D Portfolio Visualization
Portfolio diversification is not eggs and baskets or vague flimflammery. It is a definitive science and one of the most predictable measures for portfolio analysis, but is it important? Find out here.
Style Boxes
This is an equity portfolio comprised of ETF products representing growth, value, and balance, along with small, mid, and large caps. The available balance poses a threat.
Stocks and Bond
The level of balance in this portfolio is typical of the balance that can be achieved by investing in only stock funds and bond funds.
True Diversification®
Our True Diversification® process emphasizes the depth of diversification by finding investments that perform independently of one another and combine to provide greater balance.
Why Diversification Matters?
It is the law:
- Failure to diversify on a prudent and reasonable basis in order to reduce Uncompensated Risk is ordinarily a violation of both the duty of caution and the duties of care and skill.” —
Restatement (Third) of Trusts §227, “Comment on Basic Duties of Prudent Investor,” p. 23]
- Supreme Court precedent explicitly states that liability exists in perpetuity.
- Failure to diversify on a prudent and reasonable basis in order to reduce Uncompensated Risk is ordinarily a violation of both the duty of caution and the duties of care and skill.” —
It Works:
- See the Research
How It Works About Gravity Investments
Gsphere empowers advisors with the ability to quantify, visualize, and maximize true diversification through one of the most powerful asset allocation technologies available today. Your clients will benefit as Gsphere software provides the ability to optimize model portfolios that generate the greatest return with the least amount of risk.
Benefits of using Gsphere include:
- Measure diversification to reduce portfolio risk.
- Effective Rebalancing for Greater Risk-Adjusted Returns
- Visual Analysis and Optimization for Superior Portfolio Balancing
Where we began…
In 2000, James Damschroder had a flash of genius that inspired the creation of the robust software application Gsphere, which is the foundation of Gravity's approach. Gsphere embraces powerful 3D diversification technology.
Today…
As Gsphere became integral to their client's portfolio strategy architecture and performance optimization, it was a natural progression to start a registered investment advisory company. Therefore, we created a sister company called Gravity Capital Partners in 2010. Today, both companies are owned by Gravity Investments, Inc.
Overview…
Despite the widespread acceptance of diversification as a key benefit for portfolio construction, there has not been a genuine method to quantify either its existence or its effect on a portfolio—until the invention of Gsphere. Gravity, through rigorous research on real-life portfolios, has developed a tried-and-true method to effectively measure and manage diversification with maximum risk mitigation.
“In the industry today, 3D diversification, not risk, is being merited as the focus for portfolio optimization and asset allocation construction.”
Excerpt from Wall Street Technology: Using 3-D modeling also addresses the 2-D limitation of correlating assets as pairs, says Rossi. “There are few people who can glean the nuances of information presented in a two-dimensional table of 30 rows by 30 columns,” he asserts. “In 3-D, each asset’s relationship with all of the others in the portfolio leaps off the computer screen.”
Vincent Rossi, Intelligent Capital, works
Our Mission
“Gravity’s mission is to Bring Life to Diversification: with our pioneering work in the science of diversification, we empower the industry’s knowledge and application of True Diversification. We execute our mission with custom systematic portfolio strategies and recommendations delivered through our automated digital advice platform.
Our platform, constantly evolving and improving, is the ultimate performing digital advice platform; trusted throughout the industry for our leadership, integrity, service, and commitment to investor success.”
– James Damschroder, Founder and CEO
HISTORY
FOUNDED GRAVITY INVESTMENTS BASED ON CHASING TO GROUND THE INSPIRATIONAL QUESTION, “ WHAT IF YOU PUT A THIRD DIMENSION ON THE EFFICIENT FRONTIER?”
FIRST RELEASE OF GSPHERE, DESKTOP PORTFOLIO OPTIMIZATION SOFTWARE
PATENT ISSUED FOR CREATING A VISUAL REPRESENTATION OF A PORTFOLIO
LAUNCHED GRAVITY CAPITAL PARTNERS, A REGISTERED INVESTMENT ADVISOR TO SUB ADVISE ON CLIENT ASSETS
PATENT ISSUED FOR DIVERSIFICATION MEASUREMENT AND ANALYSIS SYSTEM
LAUNCHED FIRST WEB AND MOBILE VERSIONS
AUTOMATIC WALK FORWARD BACKTEST
GRAVITY INVESTMENTS LLC BECAME GRAVITY INVESTMENTS INC
LAUNCHED A HYBRID ROBOADVISOR, ONE OF IF NOT THE FIRST SUCH SYSTEMS IN THE INDUSTRY
CREATED THE FIRST PROGRAMMABLE INVESTMENT POLICY STATEMENT
LAUNCHED PORTFOLIO THINKTANK FOR INDIVIDUAL INVESTORS
PORTFOLIO THINKTANK ACQUIRES GRAVITY INVESTMENTS
DEVELOPMENT OF API AND WEB SERVICES
INITIAL RELEASE OF RECOMMENDATION ENGINE
RELEASE OF MACHINE LEARNING PREDICTION SYSTEMS
JOIN AS AN AFFILIATE
10% commissions for all first-year revenue for all
products
Import screen results with a copy and paste ticker
extractor
90-day cookie expiration policy
JOIN AS AN AFFILIATE PARTNER
8.5% annual lifetime revenue share
There are no time limitations on conversions.
Custom resources
Stock Screener Integration
Exclusive sponsorship of the screen results page
Ongoing marketing
Joint Promotions
Why Partner with Gravity
Approximately $30 billion has been professionally managed using our patented software as a service by our financial advisor and institutional wealth manager clientele, employing Gsphere Diversification Optimization™ portfolio technology. Our research-based Journal of Index, Legends of Indexing feature issue, found that our results generated over 400 basis points annually compared to the cap-weighted S&P 500.
Diversification Weighted® strategies are systematic, quantitative, and replicable. Unlike other weighting approaches, our strategies can be applied across all security instruments, asset classes, and investment strategies. Our patents and technologies for diversification measurement, visualization, search, and optimization are groundbreaking. Our holistic 3D portfolio visualizations (shown below) reveal diversification deficiencies and drive demand for a balanced investment solution.
Our Value Propositions
Win new business
Attract new investors with our easy-to-embed tools on your website.
Compete and thrive in
any opportunity
Diagnose any portfolio and find hidden risks. Then build objective, verifiably diversified portfolios that better serve investors.
Do right by your clients
and be a better fiduciary
Nurture loyal clients, facilitate referrals, and manage your fiduciary liability.
Expand and enterprise
Whenever you are ready, team with Gravity to implement automated and optimized portfolios: Your choice: models or even custom-tailored accounts.
Core Values
especially if it is me, please let me know– James Damschroder (@) gravityinvestments.com