WEBINAR REPLAY

Exploring GeoWealth’s Investment Solutions

REQUEST YOUR ON-DEMAND REPLAY

b

ACCESS REPLAY NOW:

ABOUT THIS EVENT:

This is your chance to hear directly from GeoWealth’s Head of Investment Solutions, Jen Wing, and Founder & CEO of First Ascent, Scott MacKillop, as they guide you through GeoWealth’s suite of outsourced investment solutions for RIAs seeking an edge.

Following GeoWealth’s acquisition of First Ascent in March 2023, we’ve been working hard to deliver advisors an even broader array of investible assets and modern tools that combine the best of both firms. This webinar will explore our flexible and consultative approach to designing bespoke investment solutions and programs for RIAs: 

  • Solutions for RIAs: Our flexible investment framework and modern platform mean that you can design the right solutions for your team. We offer proprietary investment models, we can execute your advisor-directed or Home Office models, or we can design custom investment programs for your firm.
  • Expanded Model Marketplace: Our expansive model marketplace of 80 managers and over 600 models; including a proprietary suite of zero-fee models — plus, what’s new and what’s growing.
  • Client Stories: Case studies highlighting how clients are leveraging us for our investment consulting capabilities.

SAY HELLO TO YOUR HOSTS:

Jack Hannah GeoWealth

See Bio

Jen Wing

SVP, Head of Investment Solutions
GeoWealth

Jen Wing GeoWealth

See Bio

Scott MacKillop

Founder & CEO
First Ascent Asset Management

YOUR TURNKEY ASSET MANAGEMENT PARTNER

NOT JUST YOUR PLATFORM

GeoWealth isn’t just a technology provider or a TAMP offering, we’ll be your partner and consultant as you launch a new business, or seek to upgrade the operations of your current practice. Our team is here to build customized solutions to suit your practice, regardless of size or structure. And, we’ll be available for ongoing service and training throughout your transition. We’re built with advisors like you in mind, with flexible and compliant solutions that will help you better serve your clients.

Advisor Technology

Our integrated, purpose-built technology platform provides a holistic solution.

Portfolio Solutions

Leverage our trading team and expertise to manage your clients’ portfolios more effectively.

Services & Support

Eliminate time-consuming tasks and outsource to us for additional efficiencies as you scale.

MODEL PARTNERS

Request Our Third-party Model Marketplace

Request our Model Marketplace to view the current list of third-party investment models from trusted asset managers, all vetted by GeoWealth’s Investment Team.
What GeoWealth Offers RIAs:
Reserve Your Spot for this Webinar:

Ready To Work Smarter?

Get Powered By GeoWealth