About
ThinkTank
Portfolio ThinkTank was born from the realization that most hands-on, active investors – smart people – still end up worse off than passive buy and hold investment strategies.
In most walks of life trying harder and being smarter helps. But with investments, psychology is different, it is backwards. Investors have to battle both their emotions and the stock market. Investors buy high and sell low because it feels good to buy when something is popular. Buying something that nobody loves can be lonely, isolating and uncomfortable. Investor need a safety net; a process that they operate within. We are honored to be part of that process.
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
Portfolio ThinkTank protects investors from damaging investment psychology. Google “Behavioral Finance” if you want to learn more about it. Mastering an investors own emotions makes all the difference. When investors have a system, that system can provide the rules and structure that supports investors.
Most investment professionals know this, but instead of encouraging you to develop your system, they want to sell you their system.
Honestly, your ideas are just as good as theirs. Now you can design and backtest your own portfolio strategy without having technical expertise.
The founders of Portfolio ThinkTank have spent two decades helping investment managers and wealth managers craft better portfolio strategies. Now it is time that Individual Investors have access to the tools that the big investors have.
We have taken twenty years of fintech experience where we have created outstanding systems for portfolio optimization, portfolio backtesting, portfolio analysis and portfolio automation and now made it available for you to use, for free.
You can do this. We are here for you.
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
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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 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
Kelly Curtis
Royal Alliance / AIG
With G-Sphere I close 30% more business and 50% more high-net-worth business.
Obi Onyeaso
Camelot Capital Partners
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.
Greg Ferguson
The Bornhoft Group
“People (investors) are so thrilled when I put it up on the big screen. They intuitively understand it when they see it.”
Richard Bornhoft
The Bornhoft Group
Gravity Investments is re-writing the asset allocation space. I would not be surprised to see G-Sphere become the next Bloomberg story.