New Strategies & Strategists: Q1 2025

GeoWealth's Model Marketplace

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. 

Explore Q1 2025 Model Marketplace Updates:

• Overview of Recent Updates ➜
• New & Newsworthy ➜
• Complete Listing of the Latest Additions ➜

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 Model

Our Due Diligence Process:

We deliver a curated set of model solutions for advisors that want a guided choice approach.

GeoWealth obtains an understanding of the firm, investment offerings, investment philosophy and investment processes. Before onboarding and distributing models, GeoWealth collects and reviews a due diligence questionnaire.

Additionally, GeoWealth reviews each model manager’s ADV to understand material conflicts of interest and SEC disclosures. This review is performed at the onset and again annually thereafter.

DISCLOSURE: This material has been prepared for information and educational purposes and should not be construed as a solicitation for the purchase or sale of any investment. Information presented in this article is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. GeoWealth has not been compensated for this communication. This is not an endorsement or testimonial of any product or service. This information is not intended to be investment, legal or tax advice. Investing involves risk, including the loss of principal. No investment strategy can guarantee a profit or protect against loss in a period of declining values. Investments are not guaranteed and are subject to investment risk, including possible loss of the principal amount invested. Past performance is no guarantee of future results.