Goldman Sachs, T. Rowe Roll Out First Co-Branded Models for Advisors 

Goldman Sachs Asset Management and T. Rowe Price have launched the first co-branded model portfolios from their new strategic alliance, debuting four strategies on the GeoWealth platform for registered investment advisors. The initial lineup is designed for mass-affluent and high-net-worth clients, blending the firms’ active management capabilities across mutual funds and ETFs, with a fifth model scheduled for launch in the first half of 2026 to incorporate direct indexing and evergreen alternative funds for HNW investors. 

The four models now live on GeoWealth are: Goldman Sachs T. Rowe Price Dynamic ETF Portfolio; Tax-Aware Dynamic ETF Portfolio; Dynamic Hybrid Portfolio; and Tax-Aware Dynamic Hybrid Portfolio. The Goldman Sachs T. Rowe Price High Net Worth Portfolio is expected to follow in 2026, offering greater flexibility and customization around taxes and private markets. Through GeoWealth’s UMA platform, RIAs can implement these diversified portfolios, personalize allocations, and rebalance at scale. 

“Our goal is to combine the expertise of both firms through these portfolios and expand our offerings in the wealth channel,” said Greg Wilson, Co-Head Americas Third Party Wealth and Global Head of Retirement at Goldman Sachs Asset & Wealth Management.  

Kevin Collins, Head of U.S. Intermediaries at T. Rowe Price, added that the collaboration is intended to “help clients achieve better outcomes” and give advisors “greater confidence and guidance in navigating today’s markets.” 

The models will be managed by Goldman Sachs Asset Management’s Multi-Asset Solutions team using funds from both firms.