Money Management Services:
Digitally-Native Money Manager Services
Standalone money management or bundled with Investment Technology Tools to create your own digital advice system.
Gravity Investments provides third-party management and sub-advisory services exclusively to other advisors, buy-side institutions, and investment platforms such as TAMPS, model marketplaces, or through custodian banks and broker-dealers. We often work behind the scenes, complementing and enhancing your house strategies or other favorite investment managers.
We also offer Outsourced CIO (OCIO) services to firms of all sizes.
We proudly offer Diversification Weighted® strategies—our proprietary approach to optimal portfolio construction. See our extensive research on the DW 500 to better understand our approach and why we believe that the performance catalysts in this strategy may be likely to persist in your custom strategy: https://portfoliothinktank.com/portfolio-optimization-and-analytics-results/
When bundled with our technology solutions—such as white-labeled portfolio tracking, portfolio analytics, portfolio construction APIs, or a custom-tailored portfolio design tool—we call it the Programmable Investment Policy Statements (PIPS) This service, which you can integrate with our other fintech tools like RMPM (Rep as Portfolio Manager), delivers a comprehensive enterprise digital advice solution. Explore the configurability of this system here.
For individual investors, our parent company, Portfolio ThinkTank Inc, offers the same powerful optimization technology used by our professional and institutional clients. Through a streamlined interface, you can ensure that your investment strategy aligns with your unique style, objectives, and ideas—whatever they may be. Visit us at www.portfoliothinktank.com.
For bespoke Institutional Investment strategies, reach out to us for information on current investment strategy and platform availability.
Contact Gravity Investments | Get in Touch with Us
Please share any details about your desired strategy, such as:
- Themes, Styles, Products
- Factors & Tilts
- Inclusions/Exclusions
- Time Horizons & Taxability Considerations
- Investment Objectives
- Individual Position Constraints
- Group Constraints (min/max for sector, asset class, or custom criteria)
- Prediction Model Type and Tuning
- Re-Optimization and Rebalancing Policies
- Diversification, Risk, and Return Priorities
- ESG Considerations
- Shorting, Leverage, Hedging, and Pairs Strategies
- Core-Satellite Approaches, Models of Models, Overlays
- In-Account Optimization
If you want a prudent, investable strategy today that did not exist yesterday, let Gravity Investments’ decades of performance-focused fintech development extend your team’s capability. Our investment methodology is always systematic and scientific and delivered as a comprehensive portfolio strategy / performance analysis simulation and back-test. We will earn your confidence before you commit any investment capital. Most strategies can be minted in a few days and all of the strategy automation is woven in the fabric from the onset.
