News

GeoWealth Press Release Van Eck

GeoWealth Expands Portfolio Offering with VanEck’s Muni Allocation Model

October 29, 2019

The latest fixed income portfolio addition provides financial advisors with potential for greater downside protection during periods of heightened credit risk in a shifting macro-economic environment.

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GeoWealth Press Release Fidelity

GeoWealth Expands Model Portfolio Offering With Addition Of Fidelity Investments

October 15, 2019

The addition of Fidelity Investment's model portfolios on GeoWealth's platform provides financial advisors streamlined access to an expanded investment selection, which increases advisors' ability to focus on client relationships and financial planning.

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GeoWealth Secures Strategic Investment from J.P. Morgan Asset Management

GeoWealth Secures Strategic Investment from J.P. Morgan Asset Management

December 20, 2018

GeoWealth, a leading financial technology and investment advisory firm, today announced a minority investment in the firm by J.P. Morgan Asset Management. This growth capital will enable GeoWealth to bolster its marketing and distribution efforts and provide its integrated wealth management platform to a greater number of advisors nationwide.

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Ex-Merrill ETF Maven Unveils New Range of Model Portfolios Jon Maier

Ex-Merrill ETF Maven Unveils New Range of Model Portfolios

May 30, 2018

After leaving Merrill Lynch a year ago to assume a post as chief investment officer of Global X, Jon Maier is back doing what he does best: building model portfolios.

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GeoWealth Expands ETF Model Portfolio Offering With Addition Of State Street Global Advisors And Global X

GeoWealth Expands ETF Model Portfolio Offering With Addition Of State Street Global Advisors And Global X

May 29, 2018

The addition of State Street Global Advisors and Global X to GeoWealth’s model portfolio offering provides financial advisors who use GeoWealth’s platform with streamlined access to these industry-leading ETF model portfolios.

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J.P. Morgan offers ETF Model Portfolios through Cloud-Based Advisor Technology GeoWealth

J.P. Morgan offers ETF Model Portfolios through Cloud-Based Advisor Technology GeoWealth

April 11, 2017

J.P. Morgan’s technology-enabled model portfolios offer a uniquely differentiated solution that can help advisors efficiently manage and grow their business.

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