Today’s discussion is with TJ Gardner , SVP, Business Development at GeoWealth. GeoWealth is a leading financial technology and turnkey asset management platform (TAMP), combining a comprehensive and fully integrated platform with best-in-class portfolio solutions for both third-party and advisor-managed model portfolios. We discuss how their customizable open-architecture platform, and their proven spectrum of investment strategies address all essential needs of investment advisors at any size or stage by helping them grow faster and serve their clients more efficiently. To find out more about GeoWealth, click here.
