New Strategies & Strategists: Q3 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 - 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 Summer.
Explore Q3 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.
Overview of Recent Updates:
By the numbers:
- Breadth: The Q3 2025 GeoWealth Model Marketplace Menu has been expanded to include 26 new models from 3 asset managers, bringing the Model Marketplace to 750+ models from 75+ asset managers.
- Diversification: We deliver turnkey access to an array of models, UMAs, and SMAs covering 30+ investment categories across equity, fixed income, alternatives, and multi-asset.
- Flexibility: We provide pricing transparency and many of our models are available with no additional investment management fee (0 bps).
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 — 4 Models
- Frontier Asset Management — 19 Models
- Harbor Capital Advisors — 3 Models
New & Newsworthy:
Highlighting details on new models as well as any recent headlines from some of the asset managers featured in this blog post:
Harbor capital advisors:
For your income-seeking clients, a new solution is now available on the GeoWealth Model Marketplace. Harbor Capital Advisors, Inc. has launched three proprietary model portfolios designed to generate income while aiming for an attractive risk-adjusted return and managing volatility: Conservative Multi-Asset Income Model, Moderately Conservative Multi-Asset Income Model, and Income + Growth Model.
Harbor’s “manager-of-managers” approach and open-architecture capabilities enable access to specialized investment teams from around the world. Harbor leverages active ETFs and third-party index strategies to round out exposures and manage cost.
Harbor's Multi Asset Solutions Team is the engine behind the models, using a systematic approach to dynamically adjust to the market cycle to help you keep clients invested and confident through volatility. The three income-focused models are available across the risk spectrum to help meet a variety of goals, from generating income to support withdrawal needs to capital appreciation.
Dana Investment Advisors:
Expanding on the current offerings, Dana Investment Advisors is offering four additional models for advisors using the GeoWealth platform. Dana’s recently added equity offerings are anchored by their time-tested investment process with risk controls that avoid market timing and individual security concentration to provide a foundational equity piece for Advisors building out investor portfolios.
In the Dana All Cap and Dana Small Cap models, you’ll find a blend of companies providing a core portfolio holding where accounts might lack scale to select multiple style managers. The Dana Large Cap Value and Dana Large Cap Growth models are designed provide investors with specific exposure to investment styles with diversified portfolios. With the addition of these four models, Dana now has nine models on the GeoWealth platform to serve investors equity needs.
frontier asset management:
Expanding from their Faith-based Strategies, Frontier Asset Management is offering five additional model suites to advisors using the GeoWealth platform. The approach for Frontier's three tax-managed strategies prioritizes higher after-tax wealth, recognizing that low taxable distributions are not the end goal, those models include: Tax-Managed Speciality Strategies, Tax-Managed Income Strategies, and Tax-Managed Core Strategies.
Additionally, GeoWealth's model marketplace includes Frontier Asset Management Speciality Strategies and Frontier Asset Management ETF Strategies. With the additional of these five model suites, there are now eight Frontier Asset Management model suites on the GeoWealth Model Marketplace.
Complete Listing of the Latest Additions:
Newest asset managers added to the Model Marketplace:
- Harbor Capital Advisors
Newest models added to the Model Marketplace:
Dana Investment Advisors
- Dana All Cap Equity Model
- Dana Large Cap Value Equity Model
- Dana Small Cap Core Equity Model
- Dana Large Cap Growth Equity Model
- Frontier Asset Management Speciality Strategies
- Frontier Asset Management ETF Strategies
- Frontier Asset Management Tax-Managed Speciality Strategies
- Frontier Asset Management Tax-Managed Income Strategies
- Frontier Asset Management Tax-Managed Core Strategies
- Harbor Capital Advisors Multi-Asset Income Models
Review Model Marketplace Updates from Prior Quarters:
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.
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