Custom Model Portfolio Solutions

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.

Download to learn more Download to learn more

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.