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Diversification Optimization Diversification Visualization Diversification Measurement Diversification Search Diversification Analysis & Prediction James.

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Presentation on theme: "Diversification Optimization Diversification Visualization Diversification Measurement Diversification Search Diversification Analysis & Prediction James."— Presentation transcript:

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2 Diversification Optimization Diversification Visualization Diversification Measurement Diversification Search Diversification Analysis & Prediction James Damschroder Chief of Financial Engineering- Gravity Investments Chief Investment Officer Gravity Capital Partners Presented By: True Diversification ® For professional investor use only. Any performance results are hypothetical. ©2013 Gravity Investments

3 Last few years market difficulties have made investors wary and advisors concerned (alternative investments-why? how?) Superior risk management in turbulent markets Advisors all seek a way to stand out with unique offerings : True Diversification® = True Differentiation Advisors need ways to tell their stories more effectively Specifically with respect to investment approach An all-in-one solution is appealing so advisors are freed up to focus on clients and business building Tier one custodian’s advisor survey resonates Gsphere! Why Would an Advisor Be Interested? For professional investor use only. Any performance results are hypothetical. ©2013 Gravity Investments

4 Applications For professional investor use only. Any performance results are hypothetical. ©2013 Gravity Investments

5 Value Tree For professional investor use only. Any performance results are hypothetical. ©2013 Gravity Investments

6 Please see research: The Diversification Weighted Equity 500 How True Diversification Preserves Capital Performance For professional investor use only. Any performance results are hypothetical. ©2013 Gravity Investments

7 Sales & Marketing Helping Win New Clients Superior Value Perception Large opportunity collaboration Outsmart competition and educate skeptical investors Strength in cementing professional referral sources Validate Recommendations and Portfolios Access more of an investor’s capital by requiring a holistic portfolio approach For professional investor use only. Any performance results are hypothetical. ©2013 Gravity Investments

8 Differentiation Penetrate new markets Regain trust Build holistic recommendations 41 % of North American Wealth is privately owned or restricted: Win and service the coveted clients by systematically integrating restricted assets Sales & Marketing For professional investor use only. Any performance results are hypothetical. ©2013 Gravity Investments

9 Collateral Support Co-Branded Brochures Website Widget Integrations Private Branded Gsphere.Net Proposals Custom Investment Policy Statements Sales & Marketing For professional investor use only. Any performance results are hypothetical. ©2013 Gravity Investments

10 Scalability Process driven approach Systematic Fiduciary Safeguards Facilitates Acquisitions & Mergers & Transitions Enables greater Team Alignment A consistent model based approach with systematically applied exception handing Help recruiting Business Process and Administration For professional investor use only. Any performance results are hypothetical. ©2013 Gravity Investments

11 Your own Platform Cloud based Unified Managed Account Platform through partnership with Market Street Advisors End to end turn key solution Combines Gsphere Front Office with best in class back office technology –Reporting (custom) –Performance measurement and accounting –Trading & Order Management –Billing –Management Dashboards Business Process and Administration For professional investor use only. Any performance results are hypothetical. ©2013 Gravity Investments

12 Advantages of Performance Referrals Decrease Attrition Better manage & meet expectations Performance For professional investor use only. Any performance results are hypothetical. ©2013 Gravity Investments

13 Time Management More time with clients More time prospecting and top opportunities More family and vacation time A study* reveals time spent with clients equals more money. Advisors who spend more than 60 percent of time with clients average $160,500 in annual earnings, while those who spend less then 30 percent average $27,800. Source: A 2007 industry study by CEG Worldwide, LLC Business Process and Administration For professional investor use only. Any performance results are hypothetical. ©2013 Gravity Investments

14 Client Service Adapt models for special client circumstances Analyze outside holdings and spot deficiencies Take the fear out of alternative investments Integrate with financial planning Business Process and Administration For professional investor use only. Any performance results are hypothetical. ©2013 Gravity Investments

15 Models Web Software; Gsphere.Net Investment Policy Statements Co-Branded Materials Seminar, Prospect and Casework Help Territory Protections Desktop Software Commentary Training Investment Advice Technology Support Program Deliverables For professional investor use only. Any performance results are hypothetical. ©2013 Gravity Investments


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