Goldman Sachs, T. Rowe Debut First Four Joint Models

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Goldman Sachs Asset Management and T. Rowe Price have launched four co-branded model portfolios aimed at advisors serving mass affluent and high-net-worth investors. 

The models are the first in a larger anticipated rollout of joint products after the two asset managers announced a strategic alliance in September. They are available through the GeoWealth UMA platform. 

The diversified portfolios combine mutual funds and ETFs. They include 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 and Goldman Sachs T. Rowe Price Tax-Aware Dynamic Hybrid Portfolio. 

Goldman Sachs and T. Rowe Price plan to launch a fifth model, incorporating direct indexing and evergreen funds, the Goldman Sachs T. Rowe Price High Net Worth Portfolio, on the GeoWealth platform in the first half of 2026. That portfolio will be geared toward high-net-worth investors.

“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 reach their long-term goals,” Greg Wilson, co-head Americas third party wealth, global head of retirement, asset & wealth management at Goldman Sachs, said in a statement.  

Advisors using the model portfolios will get access to combined and coordinated support and resources from the two companies’ wholesalers, home office teams and dedicated model specialists.

Throughout this year, multiple asset managers have launched new model portfolios, seeking to take advantage of advisors’ increasingly reliance on such products. According to Broadridge Financial Solutions, the model portfolio market is currently valued at $7.7 trillion, with third-party models representing 24% of that total as of the third quarter of 2025. Traditional and alternative asset managers have also been increasingly partnering on launching joint model portfolios that combine public and private assets.