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Custom models

BlackRock Custom Model Portfolios

BlackRock custom model portfolios seek to help advisors deliver personalized portfolios at scale. Customize portfolios to client goals, tax preferences and investment views while leveraging BlackRock’s portfolio construction expertise and implementation support.
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why Custom models?

Why advisors use custom model portfolios

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Scale portfolio customization

Personalize portfolios across client accounts without building every portfolio from scratch.
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Serve a wider range of client needs

Adapt portfolios for different client goals, preferences, account types, and investment constraints.
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Maintain your investment philosophy

Customize model portfolios while staying aligned to your practice’s approach, portfolio preferences, and client experience.
hear from our clients

Helping create more growth, confidence and capacity for your practice

“

Being able to partner with Custom Model Solutions has really helped us unlock time and efficiencies, both for me as well as my team, to focus on other areas of the business that are potentially more complex where we can add value for clients.

- Rafia Hasan, CFA, CFP. CIO of Perigon Wealth Management (June 2026)

Spend more time where it matters most

Custom model portfolios can help streamline portfolio management and administration so you can spend more time on client relationships and business development.
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Bring more confidence to client conversations

With BlackRock’s investment resources, market perspectives and portfolio support, you can feel better equipped to explain decisions, answer client questions and guide conversations.
What to look for in a custom model provider What to look for in a custom model provider
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who we serve

Custom model portfolio support for every stage of growth

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Growth-focused wealth planners

High-quality, scalable solutions for the majority of accounts.
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RIAs and RIA aggregators

Create a centralized model offering to attract new teams and free up time.
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Businesses in transition

Prepare for succession with a scalable investment framework that can support future growth.
client resources

Share BlackRock portfolio insights with your clients

Access portfolio tools, client-ready materials, and market commentary designed to help you explain investment decisions and support more informed client conversations.

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Analyze and compare portfolios

Evaluate, compare and customize BlackRock model portfolios tailored to client goals.
Compare model portfolios Compare model portfolios
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Create client-ready materials

Customize presentations and portfolio commentary to support client meetings and portfolio discussions.
Create custom client materials Create custom client materials

Explore market commentary

Access BlackRock market commentary, portfolio views, insights and podcasts to help keep clients informed.

Explore BlackRock market commentary Explore BlackRock market commentary
contact us

Talk to a custom models specialist

Meet with our custom model team to learn more about our portfolio solutions.

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