GeoWealth, a firm partnered with Goldman Sachs Asset Management, plans to provide direct indexing and private investment options by the end of first quarter 2025.
With low capacity and a high number of clients, firms are searching for ways to maximize advisers’ productivity. GeoWealth is focused providing less common investment tactics to increase the access to alternative investments by registered investment advisers (RIAs).
Goldman Sachs and GeoWealth’s partnership aims to allow advisers to create custom models for their clients, including exchange-traded funds, direct indexing, mutual funds, alternatives and separately managed accounts.
GeoWealth currently serves more than 200 RIAs and $35 billion in client assets.
