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GeoWealth Collaborates With PIMCO to Launch Fixed Income Models

PIMCO’s models are now available in GeoWealth’s model marketplace, building upon the strength of existing fixed income solutions,

Chicago, Illinois, June 9, 2020 — GeoWealth, a leading financial technology and turnkey asset management platform (TAMP), has announced the addition of a suite of PIMCO fixed income model portfolios to its next-generation turnkey asset management platform. This latest offering includes a number of model portfolios, from capital preservation to enhanced core, in both taxable and tax-aware versions.

GeoWealth coordinated with PIMCO during the creation of these portfolios, offering guidance and feedback to help form the final products. GeoWealth’s model marketplace is the first to make them available to the advisor community.

“Thoughtfully expanding our model marketplace to provide best-in-class solutions to our advisory ecosystem has always been a top priority for us,” said Colin Falls, president of GeoWealth. “During our collaboration with PIMCO, the goal was to create a diverse set of fixed income solutions for the evolving needs of advisors and their clients. We are excited to be the first to offer these through our turnkey platform.” 

GeoWealth’s model marketplace features investment products from some of the industry’s most trusted asset managers, including J.P. Morgan, State Street Global Advisors and Global X. Last year, GeoWealth expanded its model marketplace to include fixed income ETF models from VanEck, as well as a series of models from Fidelity Investments.

For more on GeoWealth’s technology and investment management solution, visit geowealth.com.

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About GeoWealth

GeoWealth’s cloud-based financial technology platform empowers advisors to grow faster and to serve their clients more efficiently. With over 500 advisors and more than 55,000 accounts on its platform today, GeoWealth provides advisors flexible portfolio management, performance reporting, billing and risk profiling. GeoWealth also offers a diversified lineup of turnkey model portfolios. More information is available at https://geowealth.com/.

About PIMCO

PIMCO is one of the world’s premier fixed income investment managers. With its launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 45+ years since, the firm continued to bring innovation and expertise to our partnership with clients seeking the best investment solutions. Today PIMCO has offices across the globe and 2,500+ professionals united by a single purpose: creating opportunities for investors in every environment. PIMCO is owned by Allianz SE, a leading global diversified financial services provider. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world.

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