Investment Solutions 

We offer a broad range of investment products and services – you decide how you want to work with us.

Our flexible investment framework and modern platform mean that you can design the right Portfolio Solutions for your team. We offer proprietary investment models, we can execute your advisor-directed of Home Office models,  or we can design custom investment programs for your firm. 

GeoWealth’s Investment Solutions:

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Advisor-Managed Models

 Our Investment Solutions and Trading Teams will help you manage and execute your advisor-managed or home office models. We’ll handle the rebalancing and trading via our modern Service Center, leaving your team to focus where they can add unique value.

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Custom Portfolio Solutions

When pre-built models don’t meet the needs of your business, we can partner to create a custom suite of investment portfolios. Custom models or UMAs reflect your preferences, market views and/or brand – but outsource the tedious work required to build, run and manage model portfolios.

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Third-party Model Marketplace

Our diversified Model Marketplace features a curated list of over 600 SMA and UMA models from trusted third-party asset managers, all vetted by GeoWealth’s Investment Team.

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Our Proprietary Portfolios

We offer a range of in-house portfolios across client preferences and risk profiles. All portfolios are globally diversified, comprehensive solutions designed and managed by our Investment Committee.

Advisor managed models

Using GeoWealth to manage your models helps you scale faster and reduces staffing costs.

Reduce your efforts on time-consuming rebalancing activities for your advisor-managed or home office models. Instead, leverage GeoWealth’s trading team and expertise to manage your clients’ portfolios, trading, and reporting. Our open-architecture platform supports the combination of multiple investment vehicles to create a custom model.

Tech-enabled Portfolios

Save time and effort for more important tasks. GeoWealth helps you reduce your efforts on time-consuming rebalancing activities via our modern Service Center.

Outsourced Trading

Leverage our experienced Trading Team and investment management expertise to manage your clients’ portfolios more effectively.

Sleeve / UMA Capability

Open-architecture platform supports the combination of multiple investment vehicles to create a custom model, which you can manage via our platform.

We deliver content and collateral to keep you and your clients apprised of portfolio trades and performance. Either leverage the credibility of our investment team and brand or make it your own.

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Our Model mArketplace

A curated model marketplace with models from trusted asset managers.

GeoWealth’s model marketplace is designed to offer access, choice, and flexibility to investment advisors and Home Offices.

Our model marketplace features both big-brand and boutique managers; from BlackRock and Vanguard to Jensen and Henry James.

We offer model portfolios across a range of categories, objectives, risk profiles, vehicles, tax status, minimums and fees.

Model Marketplace Menu

Purely passive model series seeks to provide elegant simplicity with only low-cost ETFs and annual rebalancing.

Broad Array of Categories

Purely passive model series seeks to provide elegant simplicity with only low-cost ETFs and annual rebalancing.

Marketplace by the Numbers

Purely passive model series seeks to provide elegant simplicity with only low-cost ETFs and annual rebalancing.

We deliver content and collateral to keep you and your clients apprised of portfolio trades and performance. Either leverage the credibility of our investment team and brand or make it your own.

Our PROPRIETARY PortfolioS

As a valued client, we offer our investment services at no additional cost.¹

We offer a range of portfolios across client preferences and risk profiles. All portfolios are globally diversified, comprehensive solutions designed and managed by our Investment Committee.

Model portfolios and Unified Managed Accounts (UMAs)² across a range of objectives, risk profiles, vehicles, tax status, minimums and fees. Our portfolios are open-architecture, featuring a combination of big-brand and boutique managers; from BlackRock and Vanguard to Jensen and Henry James.

Global ETF

Purely passive model series seeks to provide elegant simplicity with only low-cost ETFs and annual rebalancing.

Global Explorer

Active and Passive model seeks to achieve the optimal combination of low-cost ETF with active management.

Factor Select

Diversified multi-factor model series that invests in ETFs across asset management providers.

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Minimum: $25,000

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Model Fees: 0.0%

Est. Fund Fees (TER): 0.04–0.06%

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Risk Profiles: 5

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Tax Sensitive Options: Yes

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Trades Per Year: 1

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Minimum: $50,000

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Model Fees: 0.0%

Est. Fund Fees (TER): 0.07–0.14%

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Risk Profiles: 5

c

Tax Sensitive Options: Yes

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Trades Per Year: 2–4

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Minimum: $25,000

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Model Fees: 0.0%

Est. Fund Fees (TER): 0.12–0.19%

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Risk Profiles: 5

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Tax Sensitive Options: Yes

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Trades Per Year: 1

Short Term Reserve

Unique model portfolio designed for capital preservation with a 50-100 bps yield for a 12-24 month time horizon through low volatility T-bills.

Mass Affluent UMA

Model of third-party ETF-only models hand-picked by our Investment Due Diligence team and tailored for mass affluent clients.

High Net Worth UMA

Model of third-party ETF and individual stock SMAs hand-picked by our investment due diligence team for high net worth clients.

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Minimum: $25,000

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Model Fees: 0.0%

Est. Fund Fees (TER): 0.17%

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Risk Profiles: 1

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Tax Sensitive Options: No

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Trades Per Year: 1

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Minimum: $100,000

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Model Fees: 0.05%

Est. Fund Fees (TER): 0.XXX%

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Risk Profiles: 6

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Tax Sensitive Options: No

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Trades Per Year: XXX

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Minimum: $500,000–$2,000,000

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Model Fees: 0.08–0.24%

Est. Fund Fees (TER): 0.XXX%

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Risk Profiles: 5

c

Tax Sensitive Options: No

}

Trades Per Year: XXX

We deliver content and collateral to keep you and your clients apprised of portfolio trades and performance. Either leverage the credibility of our investment team and brand or make it your own.

[1] Footnote for IM fee definition. [2] Footnote for UMA definition.

cUSTOM Portfolio Solutions

Reach out to us to discuss qualifications for this custom solutions program.

When pre-built models don’t meet the needs of your business, we can partner to create a custom suite of investment portfolios. Custom models or UMAs reflect your preferences, market views and/or brand – but outsource the tedious work required to build, run and manage model portfolios.

This portfolio construction service allows you to provide initial views and portfolio guidelines. Our investment team manages the optimization, due diligence, and ongoing management.

Model Consultation

THE VALUE OF A SECOND OPINION

Our Investment Solutions Team is available to review and provide guidance on your home office models, aiding in asset allocation decisions and providing statistical analysis. We can provide a one-time overview or a regular report with actionable ideas and guidance.

Whether you want to validate your portfolios for your peace of mind or compliance purposes, we are here to help with custom portfolio analysis. When we run analysis on portfolios, we take multiple factors into consideration. We review:

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Asset allocation across risk profiles

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Style, sector and regional exposures

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Interest rate and credit risk

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Historic risk, return, and drawdown metrics

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Yields and expense ratios

Model Research

GET MORE DILIGENCE

Our model marketplace is completely customizable. We provide access and information – you control what you want your model marketplace to look like. When basic information doesn’t get you where you need to be, we are here to provide the deeper analysis you need to create the right line-up for your business.

People

Description of firm and strategy, size of firm and strategy

Process

Portfolio turnover, active share, number of holdings, diversification of underlying ETF/MF providers.

Positioning

Factor tilts or biases, regional exposures, equity/fixed income breakdowns.

Performance

Track record length and consistency. Volatility. Depth and length of drawdowns.

Fees

Investment management fees and underlying expense ratios.

SAMPLE REPORT OUTPUTS:

Model Consultation

Select Your Cadence

We can provide a one-time overview or a regular report with actionable ideas and guidance.

Model Reseach

We'll Fill In Your Gaps

We’ll build you a custom model marketplace fitting to  your advisors and their clients, or help you expand yours.

INVESTMENT SOLUTIONS TEAM:

Our team is experienced in all aspects of investment solutions, including asset allocation, portfolio implementation, manager selection, due diligence, research, and thought leadership. The team consists of seven dedicated investment employees with two CFAs, two Masters in Mathematics and one MBA.

TEAM LEAD

Jen Wing, MBA

Head of Investment Solutions

PORTFOLIO

Partrick Krulick, CFA

Chief Investment Officer

PORTFOLIO

Josh Smith

Portfolio Manager Associate

RESEARCH

Ivo Ivanov, CFA, CIPM

Head of Investment Research

RESEARCH

Stoyan Iliev

Investment Research Associate

STRATEGY

Charles Staples

Investment Solutions Manager

CLIENT

Lindsey Ruderman

Client Portfolio Manager

Why Outsource Investment Management?

Financial advisors are outsourcing their time-intensive investment management tasks – from trading and reporting to portfolio construction and due diligence. There are dozens of reasons why, but here are our top 5:

Reduce Complexity

Increase Scale & Sophistication

Free Up Time & Resources

Expand Your Capabilities

Impress Your Clients

By outsourcing tedious investment activities, financial advisors are using their time to “wow” clients.

The Benefits of Outsourcing By the Numbers

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SAVE TIME

90% of model portfolio users save time on investment management – on average 9 hours each week.

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NEW BUSINESS

Most advisors who outsourced investment management won new business during market volatility, versus 69% who did not use models or SMAs.

92%

PRACTICE IMPROVEMENT

Almost all model and SMA users said that outsourcing investment management improved their practice during COVID volatility. 

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