BlackRock Custom Model Solutions. Your view, uncompromised

BLACKROCK CUSTOM MODEL PORTFOLIOS

BlackRock’s custom model portfolios provide advisors with bespoke, firm-branded solutions – without the heavy lifting.

Help grow your practice with BlackRock’s investment expertise and risk analytics.

How custom model portfolios from BlackRock work

Build and implement a custom model suite leveraging the strength of BlackRock’s investment expertise. The custom model portfolio partnership is supported by a dedicated BlackRock custom model portfolio manager and is offered with no overlay fee for firms that fulfill a $150M AUM commitment in the initial 12 months.^*

Select a model approach

Select from a menu of portfolio options from total return, income generating, alternatives, ESG, factor-based and more.

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Customize for your preferences

Implement your vehicle preferences, favorite managers and more.

Receive your custom model

BlackRock commits to actively managing your model within a risk budget.

Deliver custom materials

White-label our content to share with current or prospective clients.

Ready to get started? Contact us

*There is no overlay fee when using a BlackRock Custom model portfolio. Additional fees, including underlying fund fees may apply. BlackRock Custom Model Solutions are available with the firm directing > $150M AUM to model suite(s) in the initial 12 months.

Additional resources with custom model portfolios

Tax-smart portfolio management with advanced technology

BlackRock custom model clients can use 55ip's tax technology to facilitate tax-aware transitions into their models over time and provide ongoing, automated tax management, free of charge.

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