An integrated wealth management solution.

GeoWealth is a leading investment advisory firm that provides a comprehensive and fully integrated wealth management technology platform coupled with institutional-caliber portfolio management solutions.  Our customizable open-architecture platform and our proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. 

Our Process

Our process is dynamic rather than static. In a world that changes constantly, it makes sense that your clients' needs will, too. That is why we have designed our process to adapt quickly to those changes.

Define Your Financial Objectives
Define Your Financial Objectives
Define Your Financial Objectives
Define Your Financial Objectives
Define Your Financial Objectives

Define your financial objectives

  • Identify investment objective
  • Identify time horizon
  • Assess risk tolerance
  • Identify liquidity needs
  • Establish income targets
  • Identify return objectives and ranges of volatility
  • Create client profile

Implement and manage your portfolio

  • Deliver cost effective implementation and best trading execution
  • Rebalance regularly according to strategy calendar
  • Monitor changing trends and market conditions
  • Periodically re-align your portfolio with changing market conditions

GeoWealth Tools and Advice for Advisors

Who We Serve

Regardless of your structure, we have
the capabilities to help you maximize your firm’s value and your clients’ experience.

Advisor Platform

With multiple facets to our cloud-based platform, we offer advisors and firms the integrated tools they need to grow and scale their businesses.

Asset Management

Approach your investment management recommendations with confidence with GeoWealth’s asset management program.

Money Works. Precisely.
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