Vestmark, a provider of wealth management technology and services, has partnered with T. Rowe Price, a global investment management firm, to launch Custom Premier, a new personalised model portfolio solution designed for registered investment advisors (RIAs) seeking tax-efficient investment implementation at scale.
The key focus of the launch is the combination of Vestmark’s tax-aware portfolio implementation capabilities with T. Rowe Price’s model portfolio design and investment expertise.
Through Custom Premier, RIAs are able to deliver customised investment strategies using both ETFs and mutual funds, while maintaining operational efficiency.
The solution is available to advisors on the Vestmark platform with no platform fee.
Custom Premier has been developed to respond to increasing demand from RIAs for greater personalisation without sacrificing scalability. The solution allows advisors to tailor portfolios based on client-specific preferences, risk tolerances and tax considerations.
Vestmark executive vice president, advisory solutions Rob Battista said, “We are honored to collaborate with T. Rowe Price to bring a solution to market that empowers RIAs to deliver greater personalization and after-tax value to their clients.
“Custom Premier leverages the best of both firms, T. Rowe Price’s deep investment expertise and Vestmark’s scalable tax optimization, to meet the growing demand for bespoke portfolio solutions in the advisory space.”
T. Rowe Price head of U.S. model portfolio distribution Josh Horesh said, “RIAs today need personalized portfolio solutions that go beyond one-size-fits-all models. Our collaboration with Vestmark delivers a differentiated experience—one that combines structure with flexibility and investment expertise with technology, all in a platform designed to scale.”
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