New Strategies & Strategists: Q4 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 Q4 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 Q4 2025 GeoWealth Model Marketplace Menu has been expanded to include 25 new models from 4 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.
- BlackRock — 9 Models
- EdgeTech — 6 Models
- John Hancock — 1 Model
- T. Rowe Price — 9 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:
BlackRock:
Expanding upon BlackRock’s offerings on the GeoWealth Model Marketplace, the BlackRock Model Portfolios for Women are now available for investment. These portfolios are designed to help women achieve long-term financial well-being by accounting for the unique factors that influence their investing outcomes—such as longer life expectancy, income disparities, and career interruptions. Built on BlackRock’s deep investment expertise and risk management technology, these portfolios combine macroeconomic insight, asset-class diversification, and disciplined risk controls to promote financial security across every stage of life. Drawing on BlackRock’s experience in building low-cost, outcome-oriented model portfolios, this initiative extends the firm’s mission to democratize access to its best investment ideas—offering women a more tailored, data-driven path toward lasting financial independence and confidence.
edgetech:
EdgeTech models are available on the GeoWealth Model Marketplace for the first time, bringing multiple strategies for RIAs seeking math-driven, tactical models that help advisors and their clients navigate markets with discipline and clarity.
The EdgeTech Beta models utilize price-risk analysis to maintain a targeted level of volatility relative to an index regardless of changing market conditions. These models are offered at volatility levels of 25%, 45%, 65%, and 85% of the volatility of the S&P 500, providing a spectrum of options to meet different client risk profiles.
The EdgeTech Alpha models utilize price-performance analysis to allow assets to compete for inclusion into the model, capturing opportunity as market leadership evolves. Offered in both ETF Growth and Stock Growth Strategies, these models are designed to dynamically adjust and position clients for long-term success.
John Hancock:
GeoWealth recently onboarded the John Hancock International Dynamic Growth ADR SMA, which is sub-advised by Axiom Investors, a boutique international equity specialist based in Greenwich, CT. Axiom employs a fundamental, bottom-up investment process to identify and invest in dynamic growth businesses, which are companies where the key operational drivers are tracking ahead of market expectations over a medium-term time horizon. A typical portfolio will invest in 30 to 70 ADRs and the performance will be measured against the MSCI ACWI ex USA Growth.
T. Rowe price:
Now available on the GeoWealth Model Marketplace, the T. Rowe Price Target Allocation Blend Models at GeoWealth are diversified, actively managed model portfolios designed to meet a variety of client goals and risk tolerances. This model suite seeks to harness the benefits of active management, open architecture active/passive design, at a competitive price point.
The models incorporate flagship T. Rowe Price strategies, primarily via ETFs, complemented with third-party passively managed ETFs, providing cost and tax efficient exposure to core markets. T. Rowe Price’s cost-effective design supported with meaningful allocations to active management in key areas of opportunity combined with the efficiency of passive management.
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.
Complete Listing of the Latest Additions:
Newest asset managers added to the Model Marketplace:
- EdgeTech
- T. Rowe Price
Newest models added to the Model Marketplace:
BlackRock
- BlackRock Model Portfolios for Women
- EdgeTech Beta Models
- EdgeTech Alpha ETF Growth Model
- EdgeTech Alpha Growth Model
- John Hancock International Dynamic Growth ADR SMA
T. Rowe Price
- T. Rowe Price Target Allocation Blend 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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