Strategic partners since 2017, GeoWealth and J.P. Morgan Asset Management broaden access to alternative investments for RIAs.
J.P. Morgan Asset Management have announced an expanded strategic partnership with GeoWealth, a leading provider of turnkey asset management platform solutions, to deliver custom model portfolios and broadened access to private and public market investments. By combining J.P. Morgan Asset Management’s investment expertise with GeoWealth’s technology platform, financial advisors can deliver more tailored and diversified portfolios, with enhanced access to alternative investments.
“The industry is experiencing a clear shift as advisors look for more ways to access and allocate to alternatives,” said Jed Laskowitz, Global Head of Private Markets and Customized Solutions for J.P. Morgan Asset Management. “We want to help advisors and their clients gain access to private markets in a more efficient and diversified way – with the goal of building more resilient portfolios.”
This partnership will help advisors streamline the integration of private market assets, automate complex processes and enhance overall efficiency. In collaboration with J.P. Morgan Asset Management Multi-Asset Solutions’ team, advisors will be able to build customized portfolio solutions and seamlessly integrate public and private market investments, including semi-liquid private market opportunities, ETFs, equity Separately Managed Accounts and mutual funds, within a single model portfolio.
“GeoWealth’s Unified Managed Account technology is redefining how advisors access and manage alternative investments within their portfolios. By collaborating with industry leaders, we’re introducing technology that streamlines the integration of private market assets, automates complex processes, and enhances overall efficiency,” said Colin Falls, Chief Executive Officer of GeoWealth. “This advancement empowers advisors to devote more attention to their clients’ financial goals and strengthens the advisor-client relationship.”
“Our expanded offering gives advisors the flexibility and scale they need to deliver differentiated portfolios. With expanded access to private markets through custom model portfolios, advisors can move beyond traditional allocations and provide their clients with more diversified, personalized investment options,” said Steve Kaplan, Head of Customized Managed Account Solutions at J.P. Morgan Asset Management.
This latest initiative further strengthens J.P. Morgan Asset Management long-standing relationship with GeoWealth. Since 2017, J.P. Morgan Asset Management has partnered with GeoWealth to offer ETF model portfolios to advisors and investors and participated in the firm’s previous fundraising rounds.
For more information, please visit the J.P. Morgan Asset Management and GeoWealth dedicated website.
