Custom Model Services

BlackRock Custom Model Solutions

BlackRock’s Custom Model Solutions (CMS) provides advisors with bespoke, firm-branded model portfolio offerings – without the heavy lifting. Help grow your practice with BlackRock’s investment expertise and risk analytics.

How Custom Model Solutions from BlackRock work

Build and implement a custom model suite leveraging the strength of BlackRock’s investment expertise. The Custom Models 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.*
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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.
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Managed and monitored by BlackRock
Actively managed by BlackRock within a risk budget.
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Custom materials
Receive access to client materials with your firm's logo on it.

Download the brochure to learn more

*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.

Transition assets seamlessly

Simplify and automate moving into a BlackRock Custom Model Portfolio with 55ip and pay no additional overlay fee when using a BlackRock Custom Model Solution. Learn more about 55ip here >

Contact BlackRock to learn more about Custom Model Solutions

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