Adopting a model portfolios-based practice: examples from advisors

Hear from advisors on why and how they are using model portfolios – from evolving their business to improving relationships with clients.

After adopting a models-based practice, 84% of advisors had higher business valuations, 91% reported AUM growth and 83% reported higher personal income.*
Why model portfolios? How to choose a model portfolio How to communicate with clients How to run a models-based practice
Image Cta-2,Image Cta-3
Image Cta-4,Image Cta-5
Image Cta-6,Image Cta-7,Image Cta-8,Image Cta-9
Image Cta-10,Image Cta-11

Why should advisors use model portfolios?

By using model portfolios, advisors can shift their focus from time-consuming portfolio construction to deepening client relationships and offering high-touch servicing.
Log in to watch video Log in to watch video
Man sitting

Benefits of a model portfolios-based practice

Hear from advisors who have already made the move to models, and why they wish they'd done it sooner.
Log in to watch video Log in to watch video
Colorfull wall

How to choose a model portfolio provider

When looking for a model portfolio provider, it’s important to consider the managers’ fees, years of experience, portfolio analysis tools, and more.
Log in to watch video Log in to watch video
Boats

Different ways to use model portfolios

Model portfolios can serve as a foundational approach across all types and sizes of client accounts. There are a broad range of model portfolios, which can help cater to an individual client’s needs or preferences.
Log in to watch video Log in to watch video
Donuts

How to share your portfolio selection with clients

Learn how to craft compelling stories that explain to clients the potential benefits of using a model portfolio, from a dedicated team that spends all of their time building models to timely market updates.
Log in to watch video Log in to watch video
People sitting around table

Resources to help guide your conversations with clients

Advisors share which resources they use, and how they partner with asset managers to provide high-touch service to clients throughout the investment process.
Log in to watch video Log in to watch video
Tools

How to respond to prospective client FAQs

A prospective client might ask why you aren't their portfolio manager. Acknowledge their question and lean on what you do offer - it's more than they may think.
Log in to watch video Log in to watch video
Bulb

How to customize your client conversations

It's a common misconception that all clients want a customized portfolio. At the end of the day, they want an investment solution that will help them comfortably reach their goals.
Log in to watch video Log in to watch video
Woman sitting

How to segment your clients

Grow your model portfolio-based practice and enhance client servicing by strategically segmenting your book of business based on criteria like AUM, influence, and investor needs.
Log in to watch video Log in to watch video
Tubes

How to transition to a model portfolios-based practice

Before moving your clients to models, have a plan in place that covers, but is not limited to: how many model providers you plan to work with and how to communicate the benefits to clients.
Log in to watch video Log in to watch video
Working people

Should your business be fee-based?

When reviewing your practice, consider the shift to a fee-based advisory service to help improve the profitability and sustainability of your practice.
See more See more
Fees tag icon
Magnifier icon
BlackRock model portfolios

Search for model portfolios by client goal, trading frequency, vehicle type and more.

View BlackRock model portfolios View BlackRock model portfolios
Tool icon
Building your own portfolios?

Consider using the latest market views as an input to streamline and enhance your current portfolio building process.

Get started Get started

Explore the teams behind BlackRock's model portfolios

Our model portfolio line-up is delivered by three portfolio management teams. Each team employs distinct strategies to help clients achieve their goals.

Learn more

Target Allocation model portfolios Target Allocation model portfolios
Multi-Asset Income model portfolios Multi-Asset Income model portfolios
Global Allocation model portfolios Global Allocation model portfolios

Market insights from our model portfolio managers

  • Multi-Asset

    2026 Income Outlook: If easy income is over, what’s next?

    Jan 07, 2026|ByJustin Christofel, CFALouis Arranz, CFA

    With cash yields set to fall in 2026 amid persistent volatility, see how diversified, risk-aware income strategies help build durable retirement confidence.

  • Model Portfolio

    Target Allocation Monthly: Unwrapping 2026 Market Forecasts

    Jan 07, 2026|ByBrett WagerMichael Gates, CFA

    Get timely market outlooks, thought leadership and portfolio positioning insights from the BlackRock Target Allocation model portfolio team.

  • Multi-Asset

    Bonds Starting to Offer More Diversification

    Dec 22, 2025|ByRuss Koesterich, CFA, JD

    In this article, Russ Koesterich discusses recent changes to stock/bond correlations and the impact that inflation, or a lack thereof, can have on this dynamic.

  • Multi-Asset

    Gold’s near-term volatility provides opportunity

    Dec 04, 2025|ByRuss Koesterich, CFA, JD

    In this article, Russ Koesterich discusses gold’s recent positive correlation with stocks, particularly those names showing strong price momentum.

  • Fixed Income

    The Rise of Active Fixed Income ETFs

    Nov 19, 2025|ByKaren Veraa-Perry, CFA

    Bond ETFs have evolved: active fixed income ETFs deliver flexibility, transparency, and alpha opportunities for today’s market conditions.

  • Multi-Asset

    Mega-Cap Tech Still a Buy

    Nov 10, 2025|ByRuss Koesterich, CFA, JD

    In this article, Russ Koesterich explains why the technology sector will likely continue to dominate equity returns into 2026.