Adopting a model portfolios-based practice: examples from advisors

Hear from advisors on why and how they are using model portfolios – from evolving their business to improving relationships with clients.

After adopting to a model-based practice, 84% of advisors had higher business valuations.*
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Why should advisors use model portfolios?

By using model portfolios, advisors can shift their focus from time-consuming portfolio construction to deepening client relationships and offering high-touch servicing.
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Benefits of a model portfolios-based practice

Hear from advisors who have already made the move to models, and why they wish they'd done it sooner.
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Should your business be fee-based?

When reviewing your practice, consider the shift to a fee-based advisory service to help improve the profitability and sustainability of your practice.
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BlackRock model portfolios

Search for model portfolios by client goal, trading frequency, vehicle type and more.

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Building your own portfolios?

Consider using the latest market views as an input to streamline and enhance your current portfolio building process.

Market insights from our model portfolio managers