Slide 1

True Diversification ®
Presented By:

James Damschroder
Chief of Financial EngineeringGravity Investments
Chief Investment Officer
Gravity Capital Partners
www.gravityinvestments.com
970-472-8489
• Diversification Optimization
• Diversification Visualization
• Diversification Measurement
• Diversification Search
• Diversification Analysis & Prediction
For professional investor use only. Any performance results are hypothetical.

©2013 Gravity Investments

www.gravityinvestments.com


Slide 2

Why Would an Advisor Be Interested?
• Last few years market difficulties have made investors wary and advisors
concerned (alternative investments-why? how?)
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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!
• http://fiiscontent.fidelity.com/941815.PDF

For professional investor use only. Any performance results are hypothetical.

©2013 Gravity Investments

www.gravityinvestments.com


Slide 3

Applications
Risk
Management

Strategy & IT
Integration

Field
Marketing

True
Diversification
Proposal
Generation

Model
Portfolio &
Asset
Allocation

For professional investor use only. Any performance results are hypothetical.

Marketing &
Practice
Management
Support

Compliance
& Fiduciary
Prudence

©2013 Gravity Investments

www.gravityinvestments.com


Slide 4

Value Tree

Performance

Sales & Marketing

Business Process and Administration

For professional investor use only. Any performance results are hypothetical.

©2013 Gravity Investments

www.gravityinvestments.com


Slide 5

Performance

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Please see research:
The Diversification Weighted Equity 500
How True Diversification Preserves Capital

For professional investor use only. Any performance results are hypothetical.

©2013 Gravity Investments

www.gravityinvestments.com


Slide 6

Sales & Marketing

Helping Win New Clients
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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

www.gravityinvestments.com


Slide 7

Sales & Marketing

Differentiation
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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

For professional investor use only. Any performance results are hypothetical.

©2013 Gravity Investments

www.gravityinvestments.com


Slide 8

Sales & Marketing

Collateral Support
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Co-Branded Brochures
Website Widget Integrations
Private Branded Gsphere.Net Proposals
Custom Investment Policy Statements

For professional investor use only. Any performance results are hypothetical.

©2013 Gravity Investments

www.gravityinvestments.com


Slide 9

Business Process and Administration

Scalability
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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

For professional investor use only. Any performance results are hypothetical.

©2013 Gravity Investments

www.gravityinvestments.com


Slide 10

Business Process and Administration

Your own Platform
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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

For professional investor use only. Any performance results are hypothetical.

©2013 Gravity Investments

www.gravityinvestments.com


Slide 11

Performance

Advantages of Performance
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Referrals
Decrease Attrition
Better manage & meet expectations

For professional investor use only. Any performance results are hypothetical.

©2013 Gravity Investments

www.gravityinvestments.com


Slide 12

Business Process and Administration

Time Management
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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
For professional investor use only. Any performance results are hypothetical.

©2013 Gravity Investments

www.gravityinvestments.com


Slide 13

Business Process and Administration

Client Service
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Adapt models for special client
circumstances
Analyze outside holdings and spot
deficiencies
Take the fear out of alternative
investments
Integrate with financial planning

For professional investor use only. Any performance results are hypothetical.

©2013 Gravity Investments

www.gravityinvestments.com


Slide 14

Program Deliverables

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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

For professional investor use only. Any performance results are hypothetical.

©2013 Gravity Investments

www.gravityinvestments.com