Portfolio Optimization

The cornerstone of our Asset Allocation Software lies in our breakthrough discoveries in the science of portfolio diversification. Use our patented diversification optimization, visualization and measurement technologies to diagnose any portfolio properly.

This powerful portfolio analysis will give you a new perspective and help you better serve investors.

Optimize Model portfolios OR create custom Investment strategies with our Asset Allocation Software

Diversification Optimization (DVO) 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. As a result, it is favored by investment professionals who care about the investment strategies they recommend.

The time has passed when investment fiduciaries may be blind to their portfolios’ diversification.

Gsphere provides the tools for serious investors. Our visualizations will leave an indelible impression in the minds of your clients and prospects, giving you a significant advantage in competitive opportunities.

The Enabling I.P and Technology Stack

Portfolio Backtesting Efficiency

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 the most predictable measures for portfolio analysis… But is it important? Find out here

Style Boxes

Hybrid RoboAdvisor Asset Allocation

This portfolios strategy is built from the nine Morningstar style box categories and is dangerously under diversified because of high correlations between the constituents

Typical Asset Allocation

Institutional Portfolio Analytics

This asset allocation exhibits better balance by incorporating more uncorrelated investments, but each empty box represents unfulfilled opportunity to diversify.

Endowment Style Asset Allocation

Programmable Investment Policy Statements

This portfolio exhibits superior diversification and the graph tends towards greater balance. Notice it is not a perfect sphere, but the increase from left to right can have life altering implications to investors.

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.

It Works:

See the Research

How It Works

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
Research and Validate portfolio strategies before deployment with our world class portfolio backtesting engine and portfolio analytics

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 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

Why Partner with Gravity

Approximately $30 Billion has been professionally managed with our patented software as a service by our financial advisor and institutional wealth manager clientele using Gsphere Diversification Optimization™ portfolio technology. Our research-based Journal of Index, Legends of Indexing feature issue researched 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, we offer an inherent ability to work across all security instruments, asset classes, and investment strategies. Our patents and technologies for diversification measurement, visualization, search, and optimization are seminal and profound. Our holistic 3D portfolio visualizations (below) expose diversification deficiencies in prospect’s former strategies and held away accounts and drive demand for a balanced investment solution.

Our Value Propositions

Win new business

Attract new investors with our easy to embed tools in your website.

Compete and thrive in
any opportunity

Diagnose any portfolio & 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

We strive to demonstrate our core values with every interaction. If you believe that your interaction fell short,
especially if it is me, please let me know– James Damschroder (@) gravityinvestments.com

With G-Sphere I close 30% more business and 50% more high-net-worth business.

All of these go to show the relative cover that Gsphere can provide by not only educating investors on the benefits of diversification, but providing practical tools for indicating the other baskets where they may put their eggs.

“People (investors) are so thrilled when I put it up on the big screen. They intuitively understand it when they see it.”

Gravity Investments is re-writing the asset allocation space. I would not be surprised to see G-Sphere become the next Bloomberg story.

AS
FEATURED IN

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