New partnership with GMAM delivers tax-smart, core portfolio solutions for RIAs seeking simplicity and performance
August 2025, Denver, CO — UX Wealth Partners, a technology-forward TAMP, today announced the addition of Global Macro Asset Management (GMAM) and its Compact Direct Indexing™ portfolios to its platform, delivering a modern, tax-efficient "Core Portfolio" solution for independent advisors who want to scale smarter, not harder.
In a wealth management industry overflowing with complexity and legacy platforms, UX Wealth Partners is once again rewriting the playbook at a critical time. With the independent RIA segment booming and M&A activity accelerating, firms in the $50M to $500M AUM range are increasingly pressured to offer institutional-level investment solutions without the overhead of big-firm infrastructure. UX Wealth and GMAM are giving these firms an edge, delivering low-friction, tax-aware core portfolios designed for performance and simplicity, all within a platform built to eliminate legacy drag.
“Advisors don’t need more complexity. They need better tools to compete against billion-dollar firms without sacrificing service or control,” said Brad Roth, Chief Investment Officer of UX Wealth. “Adding GMAM’s Compact Direct Indexing strategies to our platform gives RIAs the ability to anchor their portfolios in efficient, index-driven strategies while maintaining total flexibility to personalize and grow.”
At the heart of this partnership is a unique blend of simplicity and sophistication. GMAM’s Compact Direct Indexing strategies distill broad market indices like the S&P 500 and NASDAQ 100 into highly efficient portfolios of 22 or fewer securities with meaningful tax-loss harvesting opportunities and real ownership of underlying securities.
“Advisors are increasingly asking: how do I deliver a simple, tax-efficient, and modern investment experience that feels premium to my clients?” said Don Cody, Founder and Managing Partner of GMAM. “With UX Wealth, we found a partner that’s building a platform for the next generation of independent advisors. Compact Direct Indexing™ becomes a natural fit as a core building block.”
RIAs can leverage GMAM’s strategies as a "set it and scale it" core portfolio while layering in more customized satellite strategies—a critical capability as personalization continues to dominate client expectations.
“Our platform is built for the advisor who refuses to be boxed in by outdated custodial tech or restrictive TAMP models,” said Kyle Wiggs, CEO and Co-Founder of UX Wealth. “Bringing on managers like GMAM offers more expansive choices while keeping operational simplicity front and center. This is about giving firms in the $50-$500M range the tools to triple their scale without tripling their workload.”
With over $500 billion projected to flow into direct indexing by 2027, the addition of GMAM to UX Wealth strengthens an advisor-centric platform already known for multi-custodial flexibility, high-touch service, and AI-enhanced investment management.
Learn more about the partnership and portfolio solutions at www.uxwp.com.
About UX Wealth Partners
UX Wealth Partners is a modern technology and asset management platform built exclusively for independent RIAs. With cutting-edge AI strategies, real-time trading, and full data portability, UX Wealth empowers advisors to scale faster, serve better, and grow their enterprise value. Visit www.uxwp.com.
Media Contact: Sam Walker | sam@gregoryfca.com | 610-246-9928
About Global Macro Asset Management CompactDI™ unlocks opportunity across markets to meet the evolving needs of investors. With a global line-up of six Direct Indexing Portfolios as of June 30, 2025, CompactDI™ is powered by Global Macro Asset Management, delivering streamlined, tax-aware, and performance-focused portfolio solutions. Visit www.compactdi.com.
Media Contact: Don Cody | dcody@globalmacroasset.com | 702-850-6200
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