GeoWealth’s third-party Model Marketplace is designed to offer access, choice, and flexibility to investment advisors and Home Offices looking to outsource portfolio construction decisions. Our Model Marketplace features 750+ investment strategies - both SMAs and UMAs - from 75+ third-party asset managers.
To support your access to industry-leading model portfolios from both brand name and boutique asset managers, we are continually evaluating new strategies and strategists to add to our Model Marketplace. This blog post recaps all the additions made in late 2024, now available for investment in 2025.
Please note that investing in these model portfolios requires advisor access to the GeoWealth platform and is dependent upon arrangement with your custodial provider. Any investment is required to adhere to stated model fees and investment minimums.
Overview of Recent Updates:
By the numbers:
- Breadth: The Q1 2025 GeoWealth Model Marketplace Menu has been expanded to include new models from 11 asset managers, bringing the Marketplace to 750+ models from 75+ asset managers. Over the prior quarter, GeoWealth added 60+ models, including 3 equity SMAs.
- Diversification: We deliver turnkey access to an array of SMA and UMA models covering 30+ investment categories across equity, fixed income, alternatives, and multi-asset.
- Flexibility: We provide pricing transparency and many of our models are available at no additional cost to your end-clients, delivered by GeoWealth with a 0 bps investment management fee.
Asset Managers:
We know how much choice matters to independent RIAs. Therefore we seek to deliver model portfolios across a range of categories, objectives, risk profiles, vehicles, tax status, minimums and fees.
Below are the model providers that are newly available on our Model Marketplace, or added additional models beyond what was already available for investment by RIAs using GeoWealth's TAMP.
- Dana Investment Advisors
- Frontier Asset Management
- Goldman Sachs
- Nasdaq Dorsey Wright
- Ocean Park Asset Management
- Potomac
- Riverfront Investment Group
- Simplify Asset Management
- Toews Asset Management
- Vanguard
- Zacks Investment Management
New & Newsworthy:
Highlighting recent headlines from some of the asset managers featured in this blog post:
OCEAN PARK ASSET MANAGEMENT:
Traditionally offering mutual fund models, Ocean Park announced their first four actively managed exchange-traded funds (ETFs), two equity-focused and two fixed-income focused. GeoWealth is proud to offer investment advisors a broad array of models from Ocean Park, including these newest ETFs tickers. The Ocean Park ETFs follow the firm’s quantitative, rules-based investment process with a focus on trend following, security selection and a trailing stop discipline.
BlackRock & Icapital:
In October 2024, BlackRock, in collaboration with iCapital, announced a partnership with GeoWealth to deliver eligible advisors access to custom models that include private assets. These custom unified managed account (UMA) models streamline access to BlackRock custom models that are intended to incorporate private markets, direct indexing, and fixed income SMAs – in addition to traditionally offered ETFs and mutual funds – in a single account.
Goldman Sachs
In October 2024, Goldman Sachs Asset Management announced it will partner with GeoWealth, eligible RIAs, and their chief investment officers to build open-architecture custom models that reflect RIAs' views and selections. These models will be designed using SMAs, ETFs, direct indexing, mutual funds, and alternatives and can be personalized by the RIA for each investor’s tax situation, preferences, and objectives.
Complete Listing of the Latest Additions:
Newest asset managers added to the Model Marketplace:
- Frontier Asset Management
- Goldman Sachs
- Potomac
- Simplify Asset Management
Newest models added to the Model Marketplace:
- Dana Investment Advisors
- Dana Unconstrained Equity Model
- Nasdaq Dorsey Wright
- Nasdaq Dorsey Wright SRS Global Macro
- Ocean Park Asset Management
- Ocean Park ETF Models
- Riverfront Investment Group
- Riverfront ETF Advantage Global Allocation
- Toews Asset Management
- Toews Hedged Growth
- Vanguard
- Vanguard Russell Models
- Vanguard S&P Models
- Vanguard Tax Aware Models
- Zacks Investment Management
- Zacks Small Cap Model
- Zacks Mid Cap Modeln
