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.

Two pebbles

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.

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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