Custom model portfolios: case studies

BlackRock supports practices in growth, acquisition, and succession-planning, helping clients scale and simplify their investment management process.

Gain insight through our case studies, each distinctly addressing how to help meet client goals.

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We provide custom model portfolios for practices across the spectrum

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Growth-focused practices

A growing practice looking to add scale

We built a streamlined solution for the growing client base

The client
A ~$500M RIA in Georgia whose CIO liked customizing portfolios for each client
The challenge
Deliver high-quality portfolios for a growing number of clients with taxable assets.
The solution
Custom models implemented via 55ip for tax-smart transitions and management, allowing the CIO to spend more time with clients.

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RIA aggregators

A large firm in acquisition mode

We built an inv. platform designed to attract new advisors

The client
A ~$5B RIA looking to grow via acquisitions.
The challenge
Attract, transition, and then retain top teams from prospective firms using a centralized solution
The solution
Custom models that meet a wide range of client objectives, alongside firm branded marketing materials and a custom Advisor Center platform.

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Practices in transition

A firm in succession planning mode

We helped bolster the business for whatever comes next

The client
A ~$1B firm based in Texas whose longtime CEO was ready to hand over the reigns
The challenge
 Decrease operational risk and increase the firm’s valuation
The solution
A suite of custom models to simplify the investment platform, and complimentary access to Truelytics to help identify ways to increase practice valuation.

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Get started with custom model portfolios

Our custom model portfolios provide advisors with tailored, firm-branded portfolios, leveraging BlackRock's investment expertise. 

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What’s the opportunity cost of managing portfolios?

Building portfolios from scratch is an important choice, but it takes time and comes with a trade-off to other high-value activities. Structuring your investment framework can help transform your practice by giving you back more than 200+ hours a year.¹ That time can be used to build portfolios or to build your business.

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1. CerulliAssociates, “The CerulliReport | U.S. Asset Allocation Model Portfolios 2022. The study reports that advisors using model portfolios can reduce investment management and admin from 51 to 40% of their time, andincrease client-facing activities from 44 to 53% of their time. Time savings estimation assumes 10% timesavings x a 45hr work week x 50 weeks per year = 225hrs saved

Contact BlackRock to learn more about custom model portfolios

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