Color full building on a street
PORTFOLIOS WITH BLACKROCK

Portfolio Design Services

Portfolio Design Services from BlackRock is a comprehensive offering that helps advisors design, customize and manage portfolios.

Depending on how you prefer to create portfolios, BlackRock offers three distinct ways to partner: you can buy, customize or build portfolios.

Partner with BlackRock to design and deliver portfolios your way

Our Portfolio Design Team can work with you to ensure that your investment philosophy and process are connected and determine how hands on you want to be in the design process.
Download overview Download overview
Time touch grid

Three ways to partner with us

We work only for our clients. Our promise is to give them insight into what to do with their money and provide products and services that can help them build a better financial future.
BUY: Portfolios designed for you
Choose from 150+ BlackRock model portfolios across client objectives. These model portfolios are fully maintained and traded by BlackRock, freeing time for clients.
CUSTOMIZE: Portfolios designed with you
Starting with a BlackRock or your home office model, our Portfolio Design Team works with you to customize tickers, managers, vehicles and more.
BUILD: Designed by you with a Portfolio Design Consultant
As your portfolio partner, a BlackRock Portfolio Design Consultant works with your investment team to help create more resilient portfolios using our Aladdin® Risk platform.

BUY: Portfolios designed for you

With BlackRock model portfolios, you get investment guidance and a disciplined investment approach to help you meet your clients' unique goals.

Explore model portfolios by goal

BlackRock has built a range of model portfolios to help your clients meet real-life goals. Use our interactive tool to explore featured model portfolios by goal.
View all model portfolios View all model portfolios
Portfolio pie icon

CUSTOMIZE: Portfolios designed with you

You or your firm can partner with a dedicated BlackRock Portfolio Design Specialist to customize and manage your portfolios. You can implement these custom models independently or use one of our TAMP partners to access tax transition and account management services.

Partner on a custom model solution

If you have an investment philosophy but lack the time or staff to institute a defined process, partner with BlackRock to leverage the strength of our investment expertise. Asset thresholds may apply.
Explore custom model solutions Explore custom model solutions
Diversification icon

BUILD: Designed by you with a Portfolio Design Consultant

A BlackRock Portfolio Design Consultant can partner with your investment team to help analyze risk in your portfolios and give you more confidence in your decisions. 

Access a Portfolio Design Consultant

We partner with your investment team to assess portfolio investment quality, run scenario tests and generate client reports leveraging our suite of Aladdin® technology.
People icon

Interested in a "Build" partnership?

Submit the following to request more information on a portfolio consulting relationship with BlackRock. Please allow three business days for a response. If you have immediate questions, contact: 1-877-275-1255.
Please try again
First Name *
Last Name *
Firm *
Business email *
Business phone number *
Current AUM range *
*Required information | Read our Privacy policy
Thank you
Thank you
Please allow three business days for a response.
For immediate questions, contact: 1-877-275-1255.

Allocation ideas for portfolio construction

Consider using the latest market views and portfolio allocations shaping BlackRock’s model portfolios as an input to streamline and enhance your current portfolio building process.
Access views Access views
Balance image