RIAs will be able to allocate to and implement evergreen accredited investor alternatives alongside mutual funds, ETFs, and equity SMAs within their own models or via Goldman Sachs Asset Management-designed custom models on GeoWealth’s platform.
While it’s difficult to predict short-term market moves, historical data suggests investors could benefit the most from maintaining exposure to both international and U.S. stocks.
"We are thrilled to launch these products from DSM Capital Partners and Fidelity Institutional. SMArtX values the relationships we have with asset managers and we look forward to continued expansion and opportunities as the year goes on."