GOLDMAN SACHS ASSET MANAGEMENT AND T. ROWE PRICE DEBUT FIRST JOINT PRODUCT OFFERINGS
Firms launch model portfolios designed to meet a range of investor needs
Goldman Sachs Asset Management and T. Rowe Price announced the launch of co-branded model portfolios for the initial phase of the firms’ joint product offerings. The models are the first products to come to market since the firms announced a strategic alliance in September. Leveraging the firm’s respective strengths, these collaboratively created model portfolios are tailored to meet the needs of advisors serving mass-affluent and high-net-worth (HNW) clients.
Four of the model portfolios have debuted on the GeoWealth platform serving Registered Investment Advisors (“RIAs”). Through GeoWealth’s flexible technology platform, RIAs can offer clients a full spectrum of diversified portfolios, utilizing mutual funds and ETFs. A fifth model portfolio is expected to launch in the first half of 2026, aiming to deliver flexible portfolios incorporating direct indexing and evergreen alternative funds for high-net-worth investors.
“T. Rowe Price shares our commitment to delivering results for investors and we are excited to begin our product rollout. Our goal is to combine the expertise of both firms through these portfolios, and we look forward to expanding our offerings in the wealth channel to help more investors to reach their long-term goals,” said Greg Wilson, Co-Head Americas Third Party Wealth, Global Head of Retirement, Asset & Wealth Management.
“By combining the strengths of our two firms, the model portfolios are designed to help clients achieve better outcomes. This collaboration represents a meaningful step forward in providing advisors and investors with greater confidence and guidance in navigating today’s markets,” said Kevin Collins, Head of U.S. Intermediaries.
The five co-branded and combined distribution model portfolios include the following:
- Goldman Sachs T. Rowe Price Dynamic ETF Portfolio
- Goldman Sachs T. Rowe Price Tax-Aware Dynamic ETF Portfolio
- Goldman Sachs T. Rowe Price Dynamic Hybrid Portfolio
- Goldman Sachs T. Rowe Price Tax-Aware Dynamic Hybrid Portfolio
- Goldman Sachs T. Rowe Price High Net Worth Portfolio (expected to launch in the first half of 2026)
The collaboration between Goldman Sachs Asset Management and T. Rowe Price brings together two of the top active investing organizations in the asset management industry. The Goldman Sachs Asset Management Multi-Asset Solutions (MAS) team, whose outsourced chief investment officer (OCIO) group is recognized as the #1 OCIO team in the United States[1], manages the diversified portfolios across asset classes and factor exposures. The portfolios will be composed of funds from T. Rowe Price and Goldman Sachs Asset Management. Advisors can receive combined and coordinated support and resources from the two companies’ 200+ wholesalers, home office team members, and dedicated model specialists.
GeoWealth offers these model portfolios on its unified managed account (UMA) platform. In partnership with Goldman Sachs Asset Management and iCapital, GeoWealth also offers RIAs the ability to seamlessly build and manage public and private market portfolios in a single account through the firm’s open architecture and personalize and rebalance at scale.