GeoWealth Model Marketplace Offerings
About the models
ALPHA MODELS
EdgeTech’s Alpha Models are designed for investors seeking long-term capital appreciation while maintaining the flexibility to adapt in real time.
At their core, the Alpha Models operate like a competitive arena: every eligible asset must consistently prove its merit to remain in the portfolio. Using a proprietary seven-factor price-performance analysis, the Alpha technology evaluates each investment’s price strength against its peers in the universe. Strong performers are rewarded with allocation, while weaker candidates are cycled out. In turbulent market conditions, cash itself competes as a legitimate option, enabling the model to move defensively if opportunities are limited. This disciplined, rules-based framework allows Alpha Models to tactically rotate among select investments while still preserving clear risk controls. For clients comfortable with tactical allocation and aware of potential tax sensitivity, the Alpha Models provide an adaptive, forward-looking approach to growth through continuous unemotional evaluation.
Unproductive investments are replaced with those showing the most strength.
Alpha Models are Ideal For:
- Investors looking for long-term capital appreciation
- Those that like the ability to go to cash when markets are on shaky ground
- Those familiar with tactical asset allocation and do not mind or are unaffected by tax sensitivity
EDGETECH ALPHA MODELS AVAILABLE ON GEOWEALTH
EdgeTech Alpha ETF Growth
The EdgeTech Alpha ETF Growth leverages EdgeTech’s Alpha modeling engine to tactically rotate amongst a universe of select ETFs. ETFs are chosen to be included in the universe of potential investments based on strength of performance and risk metrics, both absolute and relative to peers, factor/index methodology, liquidity, and model objective. The model can invest in large-cap, mid-cap and small-cap domestic equities, international equity, sectors, and cash.
EdgeTech Alpha Stock Growth
The EdgeTech Alpha Stock Growth leverages EdgeTech’s Alpha modeling engine to tactically rotate amongst a universe of select, screened stocks. The stocks chosen to be included in the universe are judged in three factors: size of the company, financial well-being, and peer-group outperformance on both a technical and fundamental perspective. The model can choose from any company (domestic or international) in any sector that meet these criteria.
BETA MODELS
EdgeTech’s Beta Models are built for investors who want a disciplined approach to portfolio management with a focus on risk stability.
These models target a stated percentage of the volatility of an index, aligning the portfolio’s risk profile with a client’s tolerance through changing market environments. Each investment is assigned a volatility score based on its price performance. Allocations are then quantitatively adjusted on a quarterly basis to ensure the portfolio maintains its intended level of risk exposure across changing market environments. This stable, rules-driven framework seeks to deliver smoother outcomes and greater predictability for investors and is well-suited for clients who prefer risk management at the forefront, who value tax efficiency, or who are less familiar with tactical allocation. By systematically rebalancing to the target volatility, Beta Models provide a steady path forward even as markets evolve.
Asset classes weightings are adjusted on a periodic basis to reflect market volatility.
Beta Models are Ideal For:
- Those sensitive to taxes or turnover
- Those prioritizing consistent yield in addition to total return
- Those inexperienced with tactical asset allocation
EDGETECH BETA SERIES MODELS AVAILABLE ON GEOWEALTH
EdgeTech Beta 25, EdgeTech Beta 45, EdgeTech Beta 65, and EdgeTech Beta 85
The EdgeTech Beta 25, 45, 65, and 85 are designed to target 25%, 45%, 65%, and 85% the volatility of the S&P 500 respectively utilizing the EdgeTech Beta model technology. On a quarterly basis, ETF constituents are rebalanced to accommodate changes in market and constituent volatility. The ETFs are chosen based on strength of performance and risk metrics, both absolute and relative to peers, factor/index methodology, and liquidity.
See EdgeTech in action
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