Custom Model Portfolios with Alternatives & SMAs
Designed to meet your clients’ unique financial goals
Built and monitored by our dedicated team of experts
Keeping your clients informed, every step of the way
With GeoWealth & J.P. Morgan, you can nowbuild customized model portfolios that include private alternatives and separately managed accounts within a UMA framework.
Take your models-based practice to the next level with active investment expertise, insights and resources delivered by a trusted partner.
Rethink diversification with private market investments. Investment strategies that worked in the past may not get investors to where they want to be in the future. Private market investments may provide alternative sources of alpha, income, and diversification that can help.
Designed for the Clients You Serve
When you partner with J.P. Morgan Asset Management, we help guide you through each step of building custom model portfolios so you can deliver the personalized investment experience your clients expect.
QUESTION 1:
What is your preferred
Investment Style?
Tactical
Flexible approach to asset allocation
Strategic
Longer-term investment approach
Income
Focus on generating consistent income
Other
QUESTION 2:
What are you interested in
Customizing?
Benchmarks
What is the goalpost for success? Any specific exposures you want represented in the benchmark?
VEHICLES
ETFs, Mutual Funds, Private Alternatives and/or Separately Managed Accounts
Tickers
What holdings do you want to retain in the target portfolios?
QUESTION 3:
Are there any other important
Considerations?
Design
Number of risk profiles?
Any target fee ranges?
Constraints
Maximum allocations?
Sizing considerations?
Trading
Custodial platform?
Transaction fees?
Frequency of trades?
Built on Expertise You Can Trust
J.P. Morgan's Multi-Asset Solutions Team
Model portfolios are managed by J.P. Morgan's Multi-Asset Solutions team, the same professionals serving some of the world's largest, most-sophisticated investors. That means more than 100 specialists¹ working together to:
Analyze global markets to decide which to include in portfolios and how much to invest in each
Research, select and monitor the individual ETFs and mutual funds in a portfolio
Watch over portfolios and make adjustments as market outlooks and opportunities change
A leader in active management for any investment goal
Source: J.P. Morgan Asset Management, as of July 2025.
100+
Multi-asset specialists¹
50+
Years of experience managing multi-asset portfolios
$480+ B
Assets Under Supervision
LEVERAGE GEOWEALTH & J.P. MORGAN
Get started...
Start Building Your Custom Models
If you're interested in gaining access to this capability for your firm, fill out this form and one of our experts will contact you to schedule a meeting.
Custom Model Resources from J.P. Morgan Asset Management
Access easy-to-use online tools
Better serve your clients with on-demand portfolio analytics, scenario testing, and portfolio comparisons
Views & Resources
Get best thinking from the people behind the portfolios
- Timely market insights to keep your clients informed and invested
- Client resources explaining the benefits of model portfolios
Custom Models Flyer
Get in-depth information on how J.P. Morgan custom models on GeoWealth combine alternatives and equity SMAs in a unified portfolio, helping you deliver more personalized solutions for your clients.
IN THE NEWS
GeoWealth and J.P. Morgan Asset Management Strategic Partnership
In October 2025, GeoWealth and J.P. Morgan Asset Management announced a strategic partnership to broaden advisor access to custom model portfolio capabilities with private and public market access.
MEANINGFUL HISTORY
Partners Since 2017
Since 2017, J.P. Morgan Asset Management has partnered with GeoWealth to offer ETF model portfolios to advisors and investors, and participated in multiple funding rounds in 2018, 2021, 2025, and 2026.
DISCLOSURES:
¹ Investment professionals include portfolio managers, research analysts, traders and investment specialists, VP or above.
Please note that investing in these model portfolios requires advisor access to the GeoWealth platform and is dependent upon arrangement with J.P. Morgan Asset Management. Any investment is required to adhere to stated model fees, investment minimums, and other program requirements.
This material has been prepared for information and educational purposes and should not be construed as a solicitation for the purchase or sale of any investment. Information presented in this article is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. GeoWealth has not been compensated for this communication. This is not an endorsement or testimonial of any product or service. This information is not intended to be investment, legal or tax advice. Investing involves risk, including the loss of principal. No investment strategy can guarantee a profit or protect against loss in a period of declining values. Investments are not guaranteed and are subject to investment risk, including possible loss of the principal amount invested. Past performance is no guarantee of future results.
The tax transition tools provided are intended to assist advisors in offering their own tax-efficient advice to clients. These tools do not constitute tax advice from GeoWealth.
You are solely responsible for determining whether tax transition tools are suitable for your clients and whether the securities held meet your client’s intended investment objective.
JPMC Strategic Investments Group I Corporation, an affiliate of J.P. Morgan Asset Management, owns a minority interest in GeoWealth, LLC, GeoWealth Management LLC's parent company.
J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. Model services provided by J.P. Morgan Investment Management, Inc.
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