Jen Wing on TAMPs, Serving RIAs and Customized Portfolio Models
GeoWealth's Chief Investment Officer, Jen Wing, joins DoubleLine's Jeff Sherman and Sam Lau on The Sherman Show podcast. Watch or listen via the links below.
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Show Notes
Jen Wing, Chief Investment Officer of GeoWealth, a proprietary technology and turnkey asset management platform (TAMP) to registered investment advisors (RIAs), appears March 28, 2023, with DoubleLine’s Jeffrey Sherman and Samuel Lau. Mr. Sherman asks Ms. Wing (0:59) to begin by discussing her career story in finance and how she came to specialize in due diligence on asset managers and asset manager selection. Ms. Wing then turns to explaining the role of TAMPs in general (7:56), most of which exist to serve broker-dealers, and then discusses the growing sector of registered investment advisors (RIAs) (9:43) and the story of GeoWealth, a TAMP devoted to serving RIAs. The discussion next turns (15:38) to GeoWealth’s suites of portfolio models and relationships with 40 active managers, including DoubleLine, to manage its models.
While investment advisors by necessity must be cost conscious and fee sensitive, Ms. Wing notes (26:42) that by attempting to in-source all their roles, including investment management, can consume time needed to face clients and build their business. “You’ve seen a lot of this data start to come out that out-sourcers during COVID won more business and saved 10 hours on average a week by out-sourcing to investment management and usually had better investing returns.” She also explains that GeoWealth works with individual models with RIA firms to customize models to fit their business practices and then run those models for them, allowing their business to scale up.
About Jen Wing
Jen Wing is the Chief Investment Officer and Head of Investment Solutions at Turnkey Asset Management Platform (TAMP) GeoWealth. She is responsible for delivering on the broad range of investment needs of the firm’s clients, ensuring the platform offers access, flexibility and investment expertise. Since joining GeoWealth, she has also built out the firm’s model marketplace to 800+ models, taking work directly off of advisors’ plates. Jen draws from 15 years of experience at J.P. Morgan in various positions in wealth management– from investment manager due diligence to digital product, strategy, operations and more. She received her MBA from The Wharton School at University of Pennsylvania and received her BS in Finance from The Smeal College of Business at The Pennsylvania State University.
Disclosures
The information provided in this podcast is intended for general information and educational purposes only. We do not guarantee the accuracy of the information presented and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice or a solicitation. Investments are not guaranteed and are subject to investment risk, including possible loss of the principal amount invested. GeoWealth has not been compensated for this podcast. This is not an endorsement or testimonial of any product or service.
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