GeoWealth, an award-winning proprietary technology and turnkey asset management platform (TAMP), today announced a 400 percent increase in investment options available via its model marketplace and custom unified managed account (UMA) program since 2022. The expansion of its investment offering underscores the company’s commitment to providing registered investment advisors (RIAs) with more choice and flexibility.
GeoWealth’s model marketplace now includes over 700 models from more than 70 asset managers, along with a UMA program that provides white-labeled investment solutions and collateral to clients at no extra cost. As part of the growth of its investment solutions, the TAMP not only increased the quantity and variety of investment solutions on the platform, but also incorporated additional diverse and sophisticated investment strategies.
Built specifically for RIAs, GeoWealth combines a comprehensive and fully integrated technology platform with its investment solutions. Its platform supports both advisor-managed models and third-party models from leading asset managers, including no-fee models and UMAs built by GeoWealth’s Investment Solutions Team.
Through its model marketplace, GeoWealth offers RIAs and Home Offices access to high-quality investment models covering nearly every sub-category within equities, fixed income and alternatives. The newest additions to the model marketplace include direct indexing equity separately managed accounts (SMAs), fixed income SMAs and options SMAs. The marketplace allows for turnkey access to models from boutique managers to industry-leading name brands.
Investment Innovation
Led by Chief Investment Officer, Jen Wing, GeoWealth’s Investment Solutions team has also launched a UMA program, driven by growing client demand and enabled by UMA technology. GeoWealth offers several suites of UMA portfolios supported by ongoing due diligence and portfolio management, at no additional cost for clients. Within the program, advisors enjoy white-labeled collateral/commentary directly from the GeoWealth Investment Solutions Team, as well as the portfolio managers of the third-party models within the program.
As GeoWealth executes on key initiatives throughout the remainder of the year, it will continue to enhance its offering with additional tax management solutions, business intelligence workflows, reporting tools for fixed income and alternative assets, investment consulting services and various other advisor-centric improvements.
Other Recent Innovations
Last month, GeoWealth announced a strategic partnership with BlackRock to deliver private markets, direct indexing and fixed income SMAs in addition to ETFs and mutual funds in a single unified managed account.
In recognition of its dedication to developing flexible and customizable investment solutions for advisors, GeoWealth was announced as a finalist for the 2024 WealthManagement.com Industry Awards (“The Wealthies”) in the Model Marketplace and TAMP categories
As of December 31, 2023, GeoWealth’s platform supports more than $28 billion of assets, with more than 180,000 accounts managed by nearly 200 registered investment advisors (RIAs). For more information about GeoWealth’s customizable, tech-forward solutions designed to serve RIAs of all sizes, please visit geowealth.com.
