J.P. Morgan Asset Management, GeoWealth Partnership Seeks to Broaden Alts Access

J.P. Morgan Asset Management 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’s investment expertise with GeoWealth’s technology platform, the companies hope that financial advisers can deliver more diversified portfolios with enhanced access to alternative investments.

“The industry is experiencing a clear shift as advisers 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 advisers and their clients gain access to private markets in a more efficient and diversified way – with the goal of building more resilient portfolios.”

According to J.P. Morgan, the partnership aims to help advisers streamline the integration of private market assets, automate complex processes, and enhance overall efficiency. In collaboration with its multi-asset solutions’ team, advisers 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 advisers 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.

“Our expanded offering gives advisers the flexibility and scale they need to deliver differentiated portfolios. With expanded access to private markets through custom model portfolios, advisers 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 partnership is just one of many aimed at increasing advisers’ access to alternative investments and integrate public and private within portfolios.

• Last week, alternative investment platform CAIS and Schwab Advisor Services expanded their technology integration to streamline how registered investment advisers access and manage private funds and other alternative investments.
• Last month, AltsWire shared research from Cerulli Associates that explored how model portfolios are rapidly becoming the preferred solution for advisers looking to overcome hurdles and effectively implement private market alternative investments in client portfolios. According to Cerulli, 53% of model providers are currently offering or considering offering asset allocation model portfolios that include semi-liquid or illiquid alternative investments.
• And on a parallel track, Paul Atkins, chair of the S. Securities and Exchange Commission, signaled both enthusiasm and caution as the agency explores ways to broaden retirement-plan access to alternative investments under a recent executive order – specifically considering ways to revise guidance and facilitate inclusion of private equity, real estate, and digital assets in 401(k) plans.

Since 2017, J.P. Morgan Asset Management has partnered with GeoWealth to offer ETF model portfolios to advisers and investors; this latest initiative further strengthens their alliance.

J.P. Morgan Asset Management, with assets under management of $4 trillion, as of Sept. 30, 2025, offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.

Founded in 2010, GeoWealth is a turnkey asset management platform, or TAMP, and financial technology solution built specifically for the needs of modern RIAs. GeoWealth’s technology enables advisers to access a diversified lineup of model portfolios and fully offload mid-and back-office responsibilities, including performance reporting, billing, and portfolio accounting.

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