Not all client segments are created equal—each requiring a unique set of solutions. BlackRock's Whole Portfolio Solutions empowers you to meet the needs of every wealth segment within your practice in a single process, allowing you to incorporate different strategies as your clients' needs become more complex.
For illustrative purposes only. There is no guarantee a positive outcome will be achieved.
Direct indexing SMAs and long/short strategies
SMAs with option overlays and bond ladders
Private credit and infrastructure investments
You can provide diversified risk and return potential with a mix of mutual funds, index ETFs and active ETFs. As a client's wealth grows, adding SMAs and private market assets can help you customize investments, minimize taxes and seek new sources of enhanced returns.
BlackRock’s separately managed accounts platform enables you to better meet the complex needs of your clients across equities, fixed income and option overlays.
Source: Cerulli, “U.S. High-Net-Worth and Ultra-High-Net-Worth Markets,” 2025.
Generate tax alpha with tax loss harvesting
Manage risk of low basis positions
Align investments with your values and preferences
U.S. Census Bureau - Center for Economic Studies - Business Dynamics Statistics (2022) and World Federation of Exchanges database; for more information on the World Federation, please refer to the Important Notes. Both sources, represents the latest data as of 2022 as derived on 2 April 2025. The graph denotes the growth or decline for both US public and private companies from 1988 until 2022. Past performance is no guarantee of future performance.
Opportunity is shifting to private markets and access is easier than ever. BlackRock combines deep expertise with product innovation to provide private markets solutions that help you build resilient portfolios and achieve investment objectives for your clients.
Effectively serving wealthy clients starts with the 3 key elements of the practice playbook:
Cerulli, “U.S. High-Net-Worth and Ultra-High-Net-Worth Markets,” 2025.
In 2025, global stocks delivered strong returns despite periodic pullbacks, underscoring the value of staying invested in a diversified portfolio. Bonds once again acted as stabilizers, with Fed rate cuts boosting fixed income performance relative to cash. Looking ahead to 2026, many investors remain constructive on equities, while seeking balance through bonds, alternatives, and option-based strategies.
Drive greater business efficiency, develop your team, consider new growth opportunities and deliver for your clients and prospects.
Insights from more than 1,000 advisors across the industry reveal five key trends in the way your peers are adapting their business to attract wealthier clients and drive growth in an increasingly competitive environment.
Important Notes
Investing involves risk, including possible loss of principal.
SpiderRock Advisors, LLC (“SRA”), an investment adviser registered with the SEC and a commodity trading advisor registered with the CFTC, provides discretionary options overlay investment strategies. SRA is an indirect wholly owned subsidiary of BlackRock, Inc.
The direct indexing and long/short SMA strategies discussed are made available by Aperio Group, LLC, a wholly owned subsidiary of BlackRock, Inc., which is a registered investment adviser.
Fixed income risks include interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in bond values. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments.
No proprietary technology or asset allocation model is a guarantee against loss of principal. There can be no assurance that an investment strategy based on the tools will be successful.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Investors should consult their tax or legal advisor regarding such matters.
This information should not be relied upon as research, investment advice, or a recommendation regarding any products, strategies, or any security in particular. This material is strictly for illustrative, educational, or informational purposes and is subject to change.
The BlackRock and iShares Funds are distributed by BlackRock Investments, LLC (together with its affiliates, "BlackRock").
For more information on the differences between ETFs and mutual funds, click here.
The third-party branded or BlackRock model portfolios that are provided by BlackRock exclusively to applicable platform users (collectively “custom model portfolios”) are provided for illustrative and educational purposes only. The custom model portfolios do not constitute research, are not personalized investment advice or an investment recommendation from BlackRock to any client of a third party financial professional and are intended for use only by a third party financial professional, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. The custom model portfolios themselves are not funds.
BlackRock intends to allocate all or a significant percentage of the custom model portfolios to funds for which it and/or its affiliates serve as investment manager and/or are compensated for services provided to the funds ("BlackRock Affiliated Funds"). Clients will indirectly bear fund expenses relating to assets allocated to funds, including BlackRock Affiliated Funds. BlackRock has an incentive to (a) select BlackRock Affiliated Funds and (b) select BlackRock Affiliated Funds with higher fees over BlackRock Affiliated Funds with lower fees.
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