Goldman Sachs Asset Management is partnering with financial technology firm GeoWealth to offer investment solutions tailored to help registered investment advisers (RIAs) better serve the complex investing needs of high-net-worth investors.
Goldman Sachs Asset Management will join forces with GeoWealth, RIAs and their CIOs to build open-architecture custom models that reflect RIA’s views and selections. These models will be designed using SMAs, ETFs, direct indexing, mutual funds and alternatives and can be personalized by the RIA for each investor’s tax situation, preferences and objectives. Goldman Sachs Asset Management will help RIA clients who historically have been unable to offer this level of portfolio customization due to capacity and scale challenges.
This solution will be implemented in single accounts using GeoWealth’s unified managed account platform, which allows advisers to create their own models and combine them with multiple managers in a single
