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 over the past quarter, now available for investment this Spring.
Explore Q2 2026 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:
The Applied Finance Valuation 50 and Valuation Divided models are now available on the GeoWealth Model Marketplace. Applied Finance is an employee-owned investment management firm focused on valuation-driven portfolio construction. The firm identifies companies trading below their estimated intrinsic value using proprietary research and analytics, rather than relying on traditional valuation multiples. Founded in 1995, Applied Finance developed its Economic Margin® and Economic Profit Horizon™ frameworks to evaluate corporate performance, assess risk, and model the sustainability of returns. Its investment process is supported by ongoing research and a consistent methodology applied across a broad universe of securities.
GeoWealth has added the Innovator Defined Outcome ETF Model Portfolios to its Model Marketplace. Innovator Capital Management is an ETF provider focused on defined outcome strategies that use options to provide exposure to equity markets with specified levels of downside protection. The firm introduced its first Buffer ETF in 2018 and currently manages over $31 billion in assets. Innovator was recently acquired by Goldman Sachs.
The Innovator Balanced Alternative Model Portfolio provides U.S. equity exposure with a target 25% downside buffer, while the Controlled Growth Model Portfolio offers similar exposure with a 10% buffer. The All World Hedged Equity Model Portfolio provides global equity exposure with a target 15% downside buffer. Each strategy allocates to buffer ETFs based on available caps, with an emphasis on maintaining relatively low turnover and flexibility in implementation. The Innovator Risk Aware Income Model Portfolio seeks to generate income through allocations to autocallable ETFs and other derivative-based income strategies, incorporating risk management considerations within the portfolio construction process.
KraneShares Strategic Wealth Model Portfolios are available on the GeoWealth Model Marketplace for the first time. Krane Funds Advisors, LLC is a specialist investment manager focused on China, Carbon, Climate, and other uncorrelated assets. KraneShares seeks to provide innovative, high conviction, and first to market strategies. The firm was founded in 2013 and manages for institutions and individuals globally.
The Strategic Wealth Model Portfolio Suite is designed as a comprehensive global portfolio that combines KraneShares’ forward-thinking perspective with BlackRock’s insights, with allocations to ETFs from both KraneShares and BlackRock’s iShares. The model investment process centers on enhanced strategic allocation, emphasizing meaningful exposure to alternatives and a global orientation that considers a country’s economic strength alongside market capitalization, all implemented through ETFs. Risk management is driven by Krane’s experienced portfolio management team and further supported by BlackRock’s Aladdin technology, while disciplined rebalancing allows for adjustments not only on a regular schedule but also more frequently in response to changing market conditions.
The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.
Applied Finance Capital Management
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.
GeoWealth is separate and unaffiliated with Goldman Sachs Asset Management, L.P. (GSAM) and Blackrock SMI, LLC, an affiliate of Blackrock Investment Management (Blackrock), however, Goldman and BlackRock own a non-controlling interest in GeoWealth's parent company, GeoWealth, LLC