GeoWealth

Curious what GeoWealth can do for your firm? Here's your essential overview of our turnkey asset management platform: https://bit.ly/3WLFyXt

We are proud sponsors of #XYPNLIVE2024! We're looking forward to joining XYPN for the 10th Anniversary of LIVE in Minneapolis, MN this week. Drop us a note if you would like to schedule a demo or meeting. 

According to a recent industry study, 100% of advisors who made the decision to go independent would do it again. So if you’re considering transitioning from your broker-dealer or wirehouse to start your own RIA, chances are you’ll be glad you did. While independence comes with a host of benefits – increased net worth, stronger client relationships, more freedom and flexibility – getting off the ground is a lot of work, with plenty of boxes to check before you’re ready to open your doors. Follow our breakaway checklist, split into Phase One and Phase Two, for the essential steps to launching your new firm: https://bit.ly/4bcSclW

New in The Wealth Advisor --- GeoWealth Increases Investment Options by 400%, Rolls Out New Free Portfolios --- https://bit.ly/3ZYaNQS GeoWealth "announced a 400 percent increase in investment options available via its model marketplace and custom unified managed account (UMA) program since 2022. The expansion of its investment offering underscores the company’s commitment to providing registered investment advisors (RIAs) with more choice and flexibility. GeoWealth’s model marketplace now includes over 700 models from more than 70 asset managers, along with a UMA program that provides white-labeled investment solutions and collateral to clients at no extra cost. As part of the growth of its investment solutions, the TAMP not only increased the quantity and variety of investment solutions on the platform, but also incorporated additional diverse and sophisticated investment strategies." #etfs #models #modelportfolios #sma #uma #modelmarketplace #ocio #outsourcedinvesting

ICYMI, we're partnering with BlackRock to deliver automated custom models that will enable investment advisors to combine private markets investments, direct indexing models, and fixed income SMAs in a single account alongside ETFs and mutual funds. Through the partnership, BlackRock will offer custom models via GeoWealth’s platform that enable advisors to meet high-net-worth client demand for private markets – one of today’s most sought-after asset classes. Read more here: https://bit.ly/4eJZQrk and be sure to signup for email from GeoWealth to get updates straight to your inbox: https://bit.ly/3Xwf2yl

Hot off the press! Our Q4 2024 Model Marketplace Menu features 700+ SMA, UMA and stock model portfolios from industry-leading asset managers vetted by GeoWealth’s Investment Solutions Team. Request your copy to see all the strategies added this quarter: 🔗 https://bit.ly/3UCmKt2 P.S. Our Model Marketplace was recently named a finalist in the ThinkAdvisor Luminaries Awards. Come see what all the buzz is about.

GeoWealth is proud to be named among ✨ ThinkAdvisor's Luminaries Class of 2024 Finalists: https://lnkd.in/eXd5RjBA We have been named to the TAMPs & Model Marketplaces Firm Award – Innovation category. Winner will be announced in Las Vegas on December 11. Awards criteria available here: https://lnkd.in/gjkmuFg8

Hear from GeoWealth's Brendan Falls from the boardwalk at Future Proof 😎 "This year, GeoWealth is really pushing the boundaries of what a model portfolio is. We're incorporating different components like alternatives and direct indexing, plus other exposures. All towards the overarching goal of helping advisors who need custom solutions for their clients. And we are going to provide those solutions to advisors at scale."

If you feel stuck choosing between technology and service, then it’s time to evaluate whether your TAMP is the best fit for you. Whether you’re switching TAMPs or deploying a new TAMP model at your firm, asking the following questions can aid your evaluation process: https://hubs.la/Q02QMHjS0

Team GeoWealth wrapped summer up the best way we know how ⚾🍺🌤 Go Cubs Go!