-- Diversification Optimization
-- Diversification Visualization
-- Diversification Measurement
(RIA’s, Independent RIA’s Hybrid RIA’s, Financial Planners, Broker Dealers)
Financial Advisers work with Gravity Capital Partners as their investment management partner. Our partners recognize the inherit difficulty in managing investor needs and family relationship is indeed a full time profession. So is that of managing their investments. We offer a spectrum client experiences from arm’s length purchase of strategies through various UMA, custodian or broker dealer platforms, to more intimate relationships for those who have gained more understanding and appreciation for True Diversification®. For these partners Gravity can offer: i. Territory Protections ii. Free Access to Our Technologies iii. Research iv. Marketing Support v. Collaboration
(Family Offices, Endowments, Foundations, and Defined Benefit Plans) Gravity Capital Partners can apply the Diversification Optimization Process to any index and create a superior product. We do this on a custom basis executed in a separately managed account (SMA) For these partners Gravity can offer: i. Diversification Weighted Overlays ii. Consulting iii. Custom Product Sleeves iv. Strategic Investment Policy Consulting v. Outsourced Management Services vi. Portfolio ManagementExplore More
Gravity Capital Partners works exclusively with other professional investors. Individual Investors are welcome to explore educational resources about our investment management process, measure you own portfolios diversification with our scientific and objective system, and find a Financial Advisor in your area that can work with you so that you can have the peace of mind delivered by True Diversification®.Explore More
This is an all equity portfolio comprised of investments to products representing all combinations of growth, value and balanced along with small cap, mid cap and large cap. The available balance poses a threat.
The level of balance in this portfolio is typical of the balance that can be achieved by investing in only stocks funds and bond funds.
Our True Diversification® process emphasizes depth of diversification by finding investments that perform independently of one another and combine to provide greater balance.