New model portfolios offer advisors enhanced options for clients.
Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced the addition of three new investment strategists to its proprietary investment management platform, WealthSuite: Capital Group, Franklin Templeton, and Goldman Sachs. The new investment models are available as of October 1.
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“Adding Capital Group, Franklin Templeton, and Goldman Sachs to the WealthSuite platform underscores our commitment to providing advisors with diverse, high-quality investment approaches,” said James Sullivan, Head of Advisor Advocacy & Technology at Private Advisor Group. “These strategists bring distinct portfolio construction methods and asset allocation options that expand the flexibility and customization available to help meet a wide range of client objectives.”
Capital Group offers model portfolios aligned to five investment objectives-aggressive growth, growth, growth with income, income with moderate growth, and income with capital preservation. These active-passive models were created specifically for Private Advisor Group and include Capital Group's active ETF strategies which are among the fastest growing in the industry at more than $90B in AUM, offering the potential for excess return generation.
Matt Eisenhardt, Head of Advisor Sold Group at Capital Group, commented, “customized model portfolios are increasingly being recognized as an effective way for advisors to manage complex client portfolios and deliver scalable solutions for their clients. Our proprietary process used in designing these models for Private Advisor Group helps meet a range of portfolio objectives.”
Franklin Templeton brings open architecture, ETF-based completion portfolios that allow mix-and-match customization across equity and fixed income sleeves. These portfolios include U.S. equity (with or without Bitcoin exposure), international equity, and fixed income (taxable and tax-exempt). The firm's Investment Solutions team designs these portfolios using risk-based asset allocation, dynamic market views, and in-depth manager research.
“As a strategic partner to Private Advisor Group, we are proud to introduce ETF-based completion portfolios, offering enhanced flexibility, customization, and personalization,” said Jeff Masom, Head of US Distribution at Franklin Templeton. “We are launching the first model portfolios that blend traditional asset classes with digital assets, giving advisors and their clients diversified access to a rapidly emerging asset class.”
Goldman Sachs Asset Management manages model portfolios through its Multi-Asset Solutions team, combining strategic and dynamic asset allocation with ongoing evaluation of underlying investments through quantitative and fundamental research. Leveraging the firm's global footprint, the team integrates international market insights directly into its investment decisions.
Since its launch in October 2022, WealthSuite has helped advisors boost efficiency and devote more time to improving the investor experience. The competitively priced, multi-custodian, open-architecture platform offers various investment strategies including mutual fund, ETF, and blended model portfolios, along with custom indexing and tax-optimized solutions delivered through a separately managed account structure. There are 11 strategists currently on the platform.
Private Advisor Group will continue to evaluate and expand its available solutions with a focus on providing a differentiated experience for both advisors and investors.
Read more about how the firm supports independent advisors with flexible investment management solutions at www.privateadvisorgroup.com/investment-management/.
About Private Advisor Group
Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation's leading financial services firms. With over $41.3 billion in assets under management as of June 30, 2025, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors' practices. Barron's has recognized Private Advisor Group as a top 10 registered investment advisory firm every year since 2018.
* Barron's “Top 100 RIA Firms” ranking is based on both quantitative and qualitative criteria, including regulatory records, client retention, assets under management, revenue, number of clients and staff, among other factors. Investor experience and investment returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron's for inclusion. The ranking, announced September 15, 2025, reflects data from July 1, 2024, to June 30, 2025. This recognition is not indicative of future performance and may not reflect the experience of all clients.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor's portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
Media Inquiries:Madison VanceJConnellyprivateadvisorgroup@jconnelly.com973-349-8239
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SOURCE Private Advisor Group
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