GeoWealth Model Marketplace Tour: Philosophy & Process

ABOUT THIS EVENT:

Hear directly from GeoWealth’s Head of Asset Management, 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

All registrants will get the replay sent to their inbox for on-demand viewing, so feel free to sign up even if you can’t join us live.