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

Slides:

Advertisements

Similar presentations

Company Name Sample Template Presenter Name

Advertisements

Essentials of Enrolment Management and Planned Organizational Change Presentation to the National Conference of the RCCFC November 3, 2006 Victoria J.

Working together to achieve business goals is an Authorised Representative of RI Advice Group Pty Ltd.

Wealth management for affluent individuals is not a singular event. It is a process that must be supported by systems. These systems are developed, tested.

The RAN ONE Advantage The Challenges of Owning a Business A Partnership to Grow Your Business A RAN ONE Accountant…The Right Choice About the RAN ONE Network.

1 Agent Program Partner With Us. 2 About Xact Communications Xact provides superior cloud-based and traditional IP voice and data technology and is founded.

Private Sector Perspectives on Federal Financial Systems Modernization and Shared Services.

Why Rebranding Matters. Our brand is arguably our most important asset.

Key to Succeed in Business What is the key to business success.

Are these your long term Business Objectives? Design a business strategy that is simple and can be applied consistently to your target clients Differentiate.

© 2012 Cengage Learning. All Rights Reserved. May not scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Chapter.

Vicentiu Covrig 1 Portfolio management. Vicentiu Covrig 2 “ Never tell people how to do things. Tell them what to do and they will surprise you with their.

Mutual Funds and Hedge Funds Industry Research Fund Industry.

How Stock Portfolios Create Excess Return Market Timing Strategic Themes Security Selection Contributing Factor Modest Low Impact on Portfolio Return Importance.

Partner Program Channel Sales Management Jay Thakker

Alliance Trust PLC 127th Annual General Meeting Katherine Garrett-Cox Chief Executive 29 April 2015.

Saks Gloweli Capital Saks Gloweli Capital is the Banking and Finance division of Saks Gloweli Consulting. It offers clients a range of financial advisory.

Giving Your Business ESP SM Chris Andersen President 425 Market St., #2200 San Francisco, CA

First Western Investment Advisors Proposed LSC Investment Solution USA Swimming.

People performance progress people performance progress protection Financial Solutions for Life ® November 2004.

© 2007 Cisco Systems, Inc. All rights reserved.Cisco Confidential 1 MAP Value Proposition.

Portfolio Management Grenoble Ecole de Management.

For Agent/Recruiting Purposes Only – Not For Use With the Public. 1 The presentation is presented for educational and/or recruiting purposes only, and.

© 2007 Northern Trust Corporation northerntrust.com The Northern Experience A C C E S S. E X P E R T I S E. S E R V I C E. Greg Yaeger Senior Vice President.

Key Components of Financial Planning Gazell Pettway, Jr Investment Consultant.

InnovaIT Business Services September 4, InnovaIT Business Services InnovaIT Overview  Mission  Goals –Presence, Penetration, Profit,

FOR INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC1 Cara Peck Wells Fargo Funds Management EVP & Head of Retail Distribution.

For Dealer Use Only. 2 Key Features Tactical Asset Allocation Benefits of Indexing, Convenience of ETFs Experienced Portfolio Management Low Cost, Managed.

Privia Users Conference The Leadership Forum for Integrated Capture, Bid and Proposal Management October 27 – 28, 2008 Tim Bauman, Managing Partner, Waypoint,

FOOTPRINTS Organisations are continuously looking for Business, Partners, Alliances and Talented People Organisations are continuously looking for Opportunities.

The global body for professional accountants Brand Insights: Principles of branding and thought leadership in the accountancy profession.

Summer Internship ICICI Group  India’s 2nd largest bank with assets of over USD 91 bn  Presence in 19 countries  India’s largest equity house.

Burger Wealth Management Firm Model An exercise to build a better business Timothy Burger.

SALES PERFORMANCE MANAGEMENT T Owen Group. Sales Performance Management T Owen Group The T Owen Group Consultants work with Sales Leaders, HR Business.

Cetera Financial Institutions is a marketing name of Cetera Investment Services LLC, member FINRA/SIPC. For use with financial professionals only. Maximizing.

Introduction to izmocars Innovative Internet business solutions provider to the automotive industry Industry leader in interactive automotive content.

An Enterprise Platform Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

Leading Growth in Europe The Executive Perspective Dolf Collee Member of the Managing Board Annual Conference of the Foundation for European Leadership.

How eNet4S can benefit your project? eNet4S Software Solution Business Team Chief Technology Officer July 11, 2006.

2 Benefits: Multi-Manager Approach Proven Investment Managers Disciplined Selection and Monitoring Process Complementary asset allocation service Four.

TPB-OT21021 (09/09) Family Wealth Prepared for Edith Jones Charles Smith 2/15/2009.

Calamos Growth Fund Information and Statistics. INDEX Large Cap Grwoth Stocks, Overview and Key Features Statistics for 2014 Thus Far Resources.

Are Today’s Trust Platforms Relevant to Individual Trustees? FIRMA 22 nd National Risk Management Training Conference Chris Heilmann, Chairman & CEO –

Is an Authorised Representative of RI Advice Group Pty Ltd.

Create Your Own Investment Funds PRESENTED WITH OUR BUSINESS PARTNERS AUGUST 2006.

Or How to Gain and Sustain a Competitive Advantage for Your Sales Team Key’s to Consistently High Performing Sales Organizations © by David R. Barnes Jr.

For Financial Professional Use Only - May Not Be Given or Shown to members of the General Public ©2015 Wilke & Associates, Inc. All rights reserved. Redtail’s.

HAYNES BARKER INVESTMENT MANAGEMENT, LLC Portfolio Management & Analysis, Financial Planning, & Wealth Transfer Strategies 233 D Oil Well Road Jackson,

Portland Financial Services, LLc Offering unique brands to revolutionize real estate investment and finance.

 Equity  Commodity  MF & IPO  Margin Funding  PMS  Wealth Management  Insurance Advisory  Online Trading  Inv-Banking  Research.

February 2016 CONFIDENTIAL Corporate Banking Meet your complex lending and cash management requirement with a full range of solutions tailored to your.

Corporate Overview. 2 Our History is Anchored in Tradition  A new vision and a new beginning.  Greater than the sum of its parts — The combination of.

PRUDENTIAL INVESTMENTS >> MUTUAL FUNDS STRATEGIES FOR INVESTORS Speaker name Title Date WHAT IS A MUTUAL FUND?

1© 2016 FMI Corporation Ed Rowell March 2016 Building an Enduring Organization Key Principles.

 MANAGE YOUR CANADA-U.S. CROSS-BORDER LIFESTYLE  Whether you are transitioning residency between Canada and the U.S.

About LPL Financial Serving financial professionals and their clients for four decades.

Scott Carson Park City Scott P. Carson has more than thirty years of specialized experience across the marketing, business development, sales, and management.

The RAN ONE Advantage The Challenges of Owning a Business

“Reflections on collaborating with the GRCTC 2 Years on”

ACQUISITION CRITERIA Established platforms with robust organic growth

Prestige Brands: Effective Sales Quota and Annual Operations Planning with SAP® Integrated Business Planning Objectives Share executive sales and account.

FiPar, LLC Private Label Trust Services

Cleary / Jones Investments: Analysis and Management

Conducting a Quarterly Portfolio Review MACS 583

Corporate Overview.

American Portfolios offers investment advisory services. We are an SEC Registered Investment Advisor offering investment advisory services.

Resource Credit Income Fund

Corporate Messaging Architecture by Segment

investor presentation

What Makes PAS Different

Presentation transcript:

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

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

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

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

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

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

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

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

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

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

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

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

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

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