Goldman Sachs Asset Management and T. Rowe Price have introduced four joint model portfolios for advisors serving mass affluent and high-net-worth investors. These portfolios are the first in a series of products following their strategic alliance announcement in September and are available through the GeoWealth UMA platform.
The diversified portfolios consist of mutual funds and ETFs and include options like the Goldman Sachs T. Rowe Price Dynamic ETF Portfolio and the Goldman Sachs T. Rowe Price Tax-Aware Dynamic Hybrid Portfolio. In the first half of 2026, they plan to launch the Goldman Sachs T. Rowe Price High Net Worth Portfolio.
Advisors utilizing these model portfolios will receive combined support from the two companies’ wholesalers, home office teams, and dedicated model specialists. This move comes as various asset managers are launching new model portfolios to cater to advisors’ increasing reliance on such products, with the market currently valued at $7.7 trillion.
The collaboration between Goldman Sachs and T. Rowe Price aims to leverage the expertise of both firms to help investors achieve their long-term goals. The partnership is part of a larger trend of asset managers teaming up to offer joint model portfolios combining public and private assets in response to the growing demand from advisors.
Read more at Yahoo Finance: Goldman Sachs, T. Rowe Debut First Four Joint Models
