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 - including models, UMAs, and SMAs - from 75+ third-party asset managers, as well as GeoWealth's proprietary model portfolios.
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 the first quarter of 2025, now available for investment this Spring.
Explore Q2 2025 Model Marketplace Updates:
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.
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.
Highlighting details on new models as well as any recent headlines from some of the asset managers featured in this blog post:
Following the launch of Goldman Sachs Asset Management’s (GSAM) flagship ETF Model Portfolios on GeoWealth’s Model Marketplace last October, GSAM has expanded their offering to include a flagship suite of GSAM Active Equity UMA Models and the GSAM Enhanced Core U.S. Large Cap Equity SMA.
The introduction of a new suite of five flagship GSAM Active Equity UMA Models marks the first time GSAM has offered advisors model portfolios that invest directly in a diversified SMA of individual equity securities alongside models of ETFs and mutual funds. These Active Equity UMA Models exist as a total portfolio solution within a single custodial account while maintaining a completely diversified asset allocation framework.
In addition to being a component of the flagship Active Equity UMA Models, the GSAM Enhanced Core U.S. Large Cap Equity SMA is now also available as a standalone model on the GeoWealth Model Marketplace. Originally launched in 2017 and historically exclusive to GSAM’s institutional clients, this SMA holds 100-150 high-quality U.S. equity securities. It is distinguished by an investment approach that blends active, fundamental insights with quantitative analysis—delivering the best of both disciplines to financial advisors.
With the additional of these two model suites, there are now three Goldman Sachs model suites on the GeoWealth Model Marketplace. Click here to learn more about GeoWealth and Goldman Sachs' custom UMA capabilities.
Fidelity Investments has recently expanded its suite of investment solutions by introducing two new all-ETF model portfolio suites, designed to cater to the evolving needs of wealth management firms and their clients, and now accessible for all advisors across all custodians and platforms. The Fidelity Target Allocation ETF Model Portfolios provides diversified exposure across multiple asset classes to align with various investment goals and risk tolerances. The Fidelity Target Risk ETF Model Portfolios focus on specific risk levels, incorporating liquid alternative investments to enhance diversification and potentially improve risk-adjusted returns.
With the additional of these two model suites, there are now fourteen Fidelity Investments model suites on the GeoWealth Model Marketplace.
GeoWealth recently onboarded the PIMCO Income Focus Models, completing the trio of PIMCO’s core suite of models including the PIMCO Enhanced Core and Capital Preservation Models. The PIMCO Income Focus Models provide similar exposure to the Enhanced Core Models but take on additional volatility and credit exposure in order to generate a higher level of yield. Comparatively, the Capital Preservation Models focus on the shorter end of the yield curve, offering lower volatility and less credit exposure.
With the additional of these two models, there are now six PIMCO models (taxable and tax-aware) on the GeoWealth Model Marketplace.
Expanding from their Faith-based Strategies, Frontier Asset Management is offering two additional model suites to advisors using the GeoWealth platform. Frontier Asset Management's Core Strategies are designed to provide a risk-managed foundation for investors, aiming to maximize returns while minimizing downside risk. These strategies are tailored to align with various risk tolerances and investment objectives, offering a structured approach to portfolio management. Frontier Asset Management's Income Strategy are designed for investors seeking income with a focus on managing downside risk. The Income Strategy employs a dynamic (but not tactical) management approach to adjust portfolios in response to changing market conditions, seeking consistent performance over time.
With the additional of these two model suites, there are now three Frontier Asset Management model suites on the GeoWealth Model Marketplace.
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.
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.