In The News

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

May 29, 2018 — GeoWealth, a leading financial technology and investment advisory firm, today announced the addition of two new strategic partners to its integrated wealth management technology platform. 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.

Both partners’ ETF model portfolios offer risk-based and specialized models that integrate multi-asset and diversified-factor ETF capabilities. With GeoWealth’s cloud-based wealth management technology platform, advisors can now offer their clients greater choice when selecting broadly diversified portfolios. They can also give their clients the important benefits of an ETF model portfolio in a single easy-to-access, easy-to-manage investment designed to provide compelling solutions for clients across the risk spectrum.

“We are excited to partner with GeoWealth to deliver our innovative and diversified range of ETF model portfolios to their platform,” said Alastair McKibbin, Head of ETF Managed Portfolio Solutions at State Street Global Advisors. “By combining GeoWealth’s holistic technology with our broad range of risk-based and outcome-based ETF model portfolios, GeoWealth’s clients looking to scale their business and outsource investment management can now access State Street Global Advisors’ ETF model portfolios to help meet their clients’ investment objectives.”

“We’re extremely glad to be working with an institution like GeoWealth to help bring these ETF model portfolios to life,” said Jon Maier, CIO at Global X. “Our aim is that these models could provide an efficient way to potentially benefit from thematic trends in addition to a multifactor approach to core investing.”

“Advisors are increasingly implementing ETF-based model portfolio programs with a focus on firm efficiency, compliance, and scale,” said Colin Falls, President of GeoWealth. “With access to an integrated model marketplace of trusted asset managers on the GeoWealth platform, advisors can seamlessly invest their clients in diversified portfolios. With turnkey efficiency and attractive pricing, the GeoWealth offering is truly a win-win for advisors and the clients they serve.”

GeoWealth’s cloud-based financial technology platform empowers advisors to grow faster and to serve their clients more efficiently. With over 250 advisors and more than $4.6B in assets on its platform today, GeoWealth provides its customers with digital advisory tools, flexible portfolio management and accounting, and an automated back office module that supports cost-efficient and compliant business practices, as well as a growing suite of model portfolios that helps deliver exceptional value to their clients. More information is available at

Link to post on PRWeb.

Ready To Work Smarter?

Get Powered By GeoWealth