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J.P. Morgan offers ETF Model Portfolios through Cloud-Based Advisor Technology GeoWealth

J.P. Morgan’s technology-enabled model portfolios offer a uniquely differentiated solution that can help advisors efficiently manage and grow their business.

PR Newswire April 11, 2017

J.P. Morgan Asset Management has announced a new strategic relationship with GeoWealth, a leading wealth management technology platform for financial advisors, to offer digital model portfolios designed by J.P. Morgan’s Multi-Asset Solutions team. The five risk-based JPMorgan Global Tactical Models, featuring J.P. Morgan’s suite of strategic beta ETFs, will be delivered to registered investment advisors by GeoWealth’s end-to-end cloud-based advisor technology.

Focused on efficient diversification and tactical insights, and implemented via ETFs, the new asset allocation models meet an increasing demand for sophisticated investment solutions with an efficient cost structure.

“J.P. Morgan has been delivering custom asset allocation solutions to investors for decades and through many market cycles. With an increasing focus on how clients access this expertise and at what cost, we believe these ETF model portfolios offered through GeoWealth’s technology will fill a gap in the market,” said Jillian DelSignore, Head of ETF Distribution for J.P. Morgan Asset Management.

“Our clients are looking for access to top notch investment capabilities that can be easily accessed through our end-to-end advisor technology. J.P. Morgan’s technology-enabled model portfolios offer a uniquely differentiated solution that can help advisors efficiently manage and grow their business,” said Colin Falls, president of GeoWealth.

These models will be available to financial advisors beginning in April 2017.

For inquiries, please contact:

Katie Bomher

312.209.9157

Katie.bomher@geowealth.com

J.P. Morgan offers ETF Model Portfolios through Cloud-Based Advisor Technology GeoWealth

“J.P. Morgan’s technology-enabled model portfolios offer a uniquely differentiated solution that can help advisors efficiently manage and grow their business.”

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