T. Rowe Price announced Thursday a partnership with Vestmark, the wealth management technology platform, aimed at delivering tax-efficient model portfolio construction capabilities for RIAs, including both exchange-traded funds and mutual funds.
Dubbed “Custom Premier,” the solution is designed to integrate Vestmark’s tax management capabilities with T. Rowe Price’s institutional-caliber model portfolio design and investment insights.
RIAs can now access the custom models at Vestmark with no platform fee.
Josh Horesh, head of U.S. model portfolio distribution at T. Rowe Price, said in a statement that Custom Premier helps RIAs efficiently customize model portfolios to client preferences, risk profiles and tax considerations.
“RIAs today need personalized portfolio solutions that go beyond one-size-fits-all models,” Horesh said. “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.”
Rob Battista, executive vice president of advisory solutions at Vestmark, said that Custom Premier leverages “the best of both firms,” unifying T. Rowe Price’s investment expertise and Vestmark’s scalable tax optimization to meet growing demand for bespoke portfolio solutions.
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