GeoWealth, a TAMP built specifically for Registered Investment Advisors (RIAs) with $15B in platform assets and north of $6B in AUM, is pleased to announce that Global X, a New York-based provider of ETFs owned by Mirae Asset Global Investments Co., Ltd., has experienced a 350+% CAGR in its ETF model portfolios available on the GeoWealth platform over the past two and a half years.
The partnership has been a key component in Global X’s delivery of ETF model portfolios to the US RIA space and helped the firm expand the adoption of its models, developed and maintained by Chief Investment Officer Jon Maier.
Dually focused on responding to the needs of modern advisors and investors, GeoWealth and Global X have deepened their relationship to provide RIAs access to a wide range of investment strategies aimed at achieving growth and income objectives for clients. Accessible within the GeoWealth Advisor Portal, advisors are able to allocate to, report on and view key statistics on Global X’s ETF model portfolios, all within a user-friendly, modern platform.
“Every day, we talk to advisors who are seeking investment solutions that are seamless to access, cost-efficient and lead to better, more diversified portfolios,” said Colin Falls, President at GeoWealth. “When we added Global X’s ETF model portfolios to our model marketplace, we truly got the best of both worlds; innovative, open-architecture investments that RIAs can get their clients excited about and a partner that is just as passionate about serving these investing professionals as we are.”
Global X’s ETF model portfolios are comprised of four categories, all of which are represented within the GeoWealth model marketplace, including: Equity Thematic Disruptors; Equity Income; the Core Series, which incorporate thematic and factor-based strategies alongside broad equity and fixed income ETFs; and the Sustainable Core Series, which provide low-cost exposure to sustainable investments by combining broad-based ETFs that are tilted towards sustainability along with a dedicated sleeve of sustainable themes. The firm’s models can be leveraged by advisors a la carte or as part of asset allocation models.
“The distribution of our ETF model portfolios on GeoWealth’s tech-forward platform has resulted in significant growth in the adoption of our models among RIAs,” said Jon Maier, Chief Investment Officer at Global X. “Through the strong working relationship between Global X and GeoWealth, we’ve helped educate the market on solutions that incorporate our forward-looking investment strategies, including thematics, and have been able to provide advisors with insight into the vast landscape of ETFs to achieve specific outcomes for their clients.”
When GeoWealth added Global X’s strategies to its model portfolio offering in 2018, its assets under management totaled $1B. Due to many successful partnerships and its easy-to-use, fully integrated platform that prioritizes the needs of the modern RIA, GeoWealth has experienced asset growth of over 500% in the past 3 years. For more information on GeoWealth, please visit geowealth.com or schedule a demo to learn more about their platform offerings.
