Case Studies

Dive into case studies of GeoWealth clients to learn about the different ways we can support your firm. Our solutions are flexible and customizable, which means we can engage with you on your terms. We meet RIAs where they are, regardless of size or scale.

Moving from an Expensive, Outdated TAMP

SUPERCHARGED RIA

This independent RIA was growing quickly, but their TAMP couldn’t keep up with their demands, plus it was too expensive. By switching to GeoWealth, this RIA was able to save over $150,000 per year, which it could then reinvest in growing and marketing the firm.

Outsourcing Key Operational Roles to a TAMP

STREAMLINED DAILY OPERATIONS

This RIA partnership was growing fast, adding a handful of advisors in a short time. But key staff was getting bogged down with trading and operations, so they couldn’t focus on prospecting. The RIA decided to engage GeoWealth instead of hiring in-house staff to run the day-to-day workflows.

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Growing RIA Needs Tailored Investment Solutions

DELIVERING INVESTMENT SUPPORT

This fast-moving independent RIA knew it needed a TAMP to enable the efficiency required to scale alongside their expanding client base. They turned to GeoWealth for outsourced investment management and due diligence, and more streamlined playbooks per client type.

Corporate RIA Finds Lightning Fast TAMP

POSITIONED FOR GROWTH

This multi-office Corporate RIA needed help standardizing operations and investment offerings, plus its current TAMP wasn’t providing the white-glove, responsive service that was promised when the contract was signed. By transitioning to GeoWealth, this enterprise found efficiency and cost savings.

Branded Investment Solutions for a Corporate RIA

EXPANDING INVESTMENT OFFERING

This multi-billion dollar corporate RIA was looking to consolidate from multiple TAMPs available to their advisors to one flexible TAMP. In seeking a new platform, it was important that the TAMP could white-label and brand all aspects of the investment offering and help complement their proprietary model lineup.

Why More AUM and Top-line Revenue Can Lead to Lower Profit Margins

OUTSOURCED TRADING

On average, 20% of households produce 75% of a firm’s revenue. However, every household and account incurs an operational cost burden. Utilizing an outsourced trading partner can reduce marginal costs and improve profitability.

These case studies are provided for illustrative purposes only and are meant to provide an example of GeoWealth’s process and methodology. There can be no assurance that GeoWealth will be able to achieve similar results in comparable situations. No portion of these case studies are to be interpreted as a testimonial or endorsement of GeoWealth’s investment advisory services.

 

eBooks & Whitepapers

MORE THOUGHT LEADERSHIP

Head over to our Resource Library to explore valuable eBooks, whitepapers, interviews and more. We share practice management resources, industry insights, and tips for driving growth and profitability at your firm.

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