WEBINAR REPLAY

GeoWealth Model Marketplace Tour: Philosophy & Process

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ABOUT THIS EVENT:

Hear directly from GeoWealth’s Head of Investment Solutions, Jen Wing, as she guides you through our investment philosophy and our third-party model marketplace. Our marketplace features over 250 models from over 50 industry-leading asset managers, and continues to grow each quarter.

For the first time, we’re hosting a webinar to dive into the composition of our model marketplace, the philosophy behind our selective inclusion, and the ways that advisors can leverage these strategies for their clients.

Our Asset Management Team takes a flexible and consultative approach to designing investment solutions and programs for RIAs. On this webinar, we’ll walk through a few examples of how our clients have found success through our technology and investment platform.

We’ll cover:

  • Who & What: An introduction to our Asset Management team, led by Jen Wing, and the asset management services we offer
  • Depth & Breadth: An overview of the hundreds of UMA and SMA offerings across the investment spectrum, and a discussion of the philosophy behind how we selected these strategies
  • Process: Our proprietary due diligence and evaluation processes that each model is subject to before inclusion on the model marketplace, plus the annual screening process executed each year for continued inclusion
  • Case Studies: Diving into a few real client examples, exploring how they were able to overcome their growth challenges by leveraging GeoWealth’s Asset Management team and capabilities
  • Looking Forward: Our vision for further expansion of the model marketplace, as well as our investment consulting capabilities for those interested in solutions beyond third-party models

SAY HELLO TO YOUR HOSTS:

Jen Wing GeoWealth

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Jen Wing
SVP, Head of Investment Solutions
GeoWealth
BIO

See Bio

Scott Silverman, CIMA
SVP, Head of Distribution
GeoWealth
BIO

OUR ASSET MANAGEMENT PHILOSOPHY

YOU’RE IN THE DRIVER’S SEAT

GeoWealth’s TAMP allows for the seamless delivery of both advisor-managed and third-party model portfolios, or a combination of the two. Our investment technology provides firms with the tools they need to build compliant and scalable solutions while staying ahead of their clients’ unique needs. Plus, we offer OCIO solutions and Investment Consulting Services.

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.

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