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Request our latest Model Marketplace to view the list of diversified investment options from industry-leading asset managers vetted by GeoWealth’s Investment Solutions Team.

About GeoWealth’s Model Marketplace

Curated

Models covering  30+ investment categories from a mix of 70 big brand and boutique asset managers

Diversified

Over 700 individual SMA, UMA, and stock models available across equity, fixed income, alternatives, and multi-asset class 

Monitored

Annual evaluation with qualitative and quantitative screening inputs to determine ongoing inclusion

Marketable

Collateral materials provided, including commentaries, fact sheets, and factsheets

Evolving

Continually expanding model marketplace, as we regularly invite more strategies and strategists

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