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Explore GeoWealth’s proprietary portfolios:

Global Explorer Series

Purely passive model series seeks to provide elegant simplicity with only low-cost ETFs and annual rebalancing.

Global ETF Series

Active and Passive model seeks to achieve the optimal combination of low-cost ETF with active management.

Factor Select Series

Diversified multi-factor model series that invests in ETFs across asset management providers.

Dimensional Select Series

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HNW & Mass Affluent UMAs

Multi-model UMA of third-party ETF models hand-picked by our Investment Solutions team and tailored for clients.

Short Term Reserve Model

Unique model portfolio designed for capital preservation with an objective of outpacing T-Bills.

Global Explorer Portfolio Series

Purely passive model series seeks to provide elegant simplicity with only low-cost ETFs and annual rebalancing.

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Minimum: $25,000

Model Fees: 0.0%

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Est Fund Fee (TER): 0.04%-0.06%

standard factsheets:

Global Explorer 0

Global Explorer 20

Global Explorer 40

Global Explorer 60

Global Explorer 80

Global Explorer 100

ALL IN ONE PDF

TAX-SENSITIVE FACTSHEETS:

Global Explorer 0

Global Explorer 20

Global Explorer 40

Global Explorer 60

Global Explorer 80

Global Explorer 100

ALL IN ONE PDF

Global Explorer Portfolio Series

Purely passive model series seeks to provide elegant simplicity with only low-cost ETFs and annual rebalancing.

;

Minimum: $25,000

Model Fees: 0.0%

;

Est Fund Fee (TER): 0.04%-0.06%

standard factsheets:

Global Explorer 0

Global Explorer 20

Global Explorer 40

Global Explorer 60

Global Explorer 80

Global Explorer 100

ALL IN ONE PDF

TAX-SENSITIVE FACTSHEETS:

Global Explorer 0

Global Explorer 20

Global Explorer 40

Global Explorer 60

Global Explorer 80

Global Explorer 100

ALL IN ONE PDF

Global ETF Portfolio Series

Active and Passive model seeks to achieve the optimal combination of low-cost ETF with active management.

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Minimum: $50,000

Model Fees: 0.0%

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Est Fund Fee (TER): 0.07%-0.14%

standard factsheets:

Global ETF 20

Global ETF 40

Global ETF 60

Global ETF 80

Global ETF 100

Global ETF Models 20-100

tax-sensitive factsheets:

Global ETF Tax-Sensitive 20

Global ETF Tax-Sensitive 40

Global ETF Tax-Sensitive 60

Global ETF Tax-Sensitive 80

Global ETF Tax-Sensitive 100

Global ETF Tax-Sensitive Models 20-100

Factor Select Portfolio Series

Diversified multi-factor model series that invests in ETFs across asset management providers.

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Minimum: $25,000

Model Fees: 0.0%

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Est Fund Fee (TER): 0.12%-0.19%

standard factsheets:

Factor Select 20

Factor Select 40

Factor Select 60

Factor Select 80

Factor Select 100

Factor Select Models 20-100

tax-sensitive factsheets:

Factor Select Tax-Sensitive 20

Factor Select Tax-Sensitive 40

Factor Select Tax-Sensitive 60

Factor Select Tax-Sensitive 80

Factor Select Tax-Sensitive 100

Factor Select Tax-Sensitive Models 20-100

Dimensional Select Portfolio Series

In building the Dimensional Select portfolios, we use a balanced, consistent, and low cost approach to providing exposure to the dimensions of expected return.

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Minimum: $25,000

Model Fees: 0.0%

;

Est Fund Fee (TER): 0.04%-0.06%

standard factsheets:

Dimensional Select 20

Dimensional Select 40

Dimensional Select 60

Dimensional Select 80

Dimensional Select 100

Dimensional Select Models 20-100

tax-sensitive factsheets:

Dimensional Select Tax-Sensitive 20

Dimensional Select Tax-Sensitive 40

Dimensional Select Tax-Sensitive 60

Dimensional Select Tax-Sensitive 80

Dimensional Select Tax-Sensitive 100

Dimensional Select Tax-Sensitive Models 20-100

HNW & Mass Affluent UMAs

In building the Dimensional Select portfolios, we use a balanced, consistent, and low cost approach to providing exposure to the dimensions of expected return.

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Minimum: $25,000

Model Fees: 0.0%

;

Est Fund Fee (TER): 0.04%-0.06%

High New Worth factsheets:

HNW Conservative

HNW Moderately Conservative

HNW Balanced

HNW Growth

HNW Aggressive

All HNW Models

Mass Affluent factsheets:

Mass Affluent Conservative

Mass Affluent Moderately Conservative

Mass Affluent Balanced

Mass Affluent Growth

Mass Affluent Aggressive

All Mass Affluent Models

Short Term Reserve Model

Unique model portfolio designed for capital preservation with an objective of outpacing T-Bills over 12-24 month time horizons.

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Minimum: $25,000

Model Fees: 0.0%

;

Est Fund Fee (TER): 0.17%

standard factsheets:

Short Term Reserve

Q1 Market Commentary:

Access the webinar replay and download the slides presented on the call:

Q2 Market Commentary:

Access the webinar replay and download the slides presented on the call:

Upcoming Portfolio Reviews:

Q3 2024

Webinar on Thursday,
October 10, 2024

Q4 2024

Webinar on Thursday,
January 9, 2025

QUESTIONS?

Email us at
connect@geowealth.com

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