Millennials Eager To Retire Early

The Private Model Marketplace will allow advisors to access professionally-managed private fund models consisting of all semi-liquid alternative products. In contrast to the alternative “paper” models in market today, GeoWealth’s platform will facilitate rebalancing and cash management.

“Serving trust companies and regional and community banks has been integral to our business for more than 55 years, and we understand the increasing challenges they face in a dynamic and competitive wealth management landscape."