Vestmark and T. Rowe Price Join to Launch “Custom Premier,” a Personalized Model Portfolio Solution for RIAs
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tax-aware implementationfinancial
A tax-aware implementation is an approach to carrying out investment decisions or corporate actions that intentionally considers the tax consequences when choosing timing, structure, or which assets to buy or sell. It matters to investors because taxes can substantially change the money they keep from a trade or strategy—think of it as packing a suitcase to avoid extra airline baggage fees, where small adjustments preserve more of the final return.
model portfoliofinancial
A model portfolio is a ready-made mix of investments—such as stocks, bonds and cash—put together to pursue a specific goal like growth, income or lower volatility. Investors and advisors use it as a practical blueprint to decide what to buy, how much, and when to rebalance; like a recipe that different cooks follow, it keeps strategy consistent, simplifies decisions across accounts and makes performance easier to judge.
registered investment advisors (RIAs)financial
Registered investment advisors (RIAs) are firms or individuals who manage other people’s investment portfolios and must register with securities regulators and legally act in their clients’ best interest. For investors, that legal duty plus required disclosures about fees and conflicts offers greater transparency and alignment with personal goals—think of an RIA as a trusted mechanic who must explain recommended repairs and can’t put their own profit ahead of your needs.
separately managed accounts (SMAs)financial
A separately managed account (SMA) is an investment account owned by a single investor and run by a professional manager who picks and holds individual stocks or bonds just for that investor, rather than pooling money with others. Think of it like hiring a personal chef who prepares meals to your exact tastes instead of eating from a shared buffet; SMAs offer customized holdings, clearer tax control, and transparency, which can matter to investors seeking tailored risk, tax efficiency, or specific exclusions in their portfolios.
direct indexingfinancial
Direct indexing is a way for investors to own the individual stocks that make up an index instead of buying a single pooled fund, allowing customization of holdings, tax management, and cost control. It matters because it lets investors tailor exposure—like removing certain companies or harvesting tax losses—while still tracking broad market performance, similar to building a personalized playlist rather than listening to a pre-set radio station.
alternativesfinancial
Alternatives are investments outside traditional stocks, bonds and cash—things like private equity, hedge funds, real estate, commodities or infrastructure—that behave differently from the mainstream market. They matter to investors because they can change a portfolio’s risk and return profile, offering potential upside or protection when regular markets move differently; think of them as adding different spices to a meal to balance flavor and reduce reliance on a single ingredient.
Collaborative solution combines Vestmark’s tax-aware implementation with T. Rowe Price’s investment expertise
WAKEFIELD, Mass.--(BUSINESS WIRE)--
Vestmark, Inc., a leading provider of wealth management technology and services, in conjunction with T. Rowe Price, a global investment management firm and leader in retirement, today announced the launch of Custom Premier, a collaborative solution to deliver personalized, tax-efficient portfolio construction across ETFs and mutual funds to registered investment advisors (RIAs) and their clients.
Custom Premier is designed to meet the evolving needs of advisors by enabling them to deliver highly customized investment strategies at scale while maintaining operational efficiency. The solution integrates Vestmark’s advanced tax management 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.
“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,” said Rob Battista, Executive Vice President, Advisory Solutions at Vestmark. “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.”
Custom Premier addresses a critical need in the RIA marketplace: the ability to customize model portfolios to client preferences, risk profiles, and tax considerations, without compromising efficiency or scalability. With this solution, RIAs can align portfolios more closely with individual client goals, actively manage tax exposure, and implement investment strategies with precision and transparency.
“RIAs today need personalized portfolio solutions that go beyond one-size-fits-all models,” said Josh Horesh, Head of U.S. Model Portfolio Distribution at T. Rowe Price. “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.”
Vestmark’s capabilities support models with SMAs, direct indexing, and alternatives. The firm currently supports six of the industry’s 10 largest managed account platforms, with over $2 trillion in assets and five million investor accounts. More than 72,000 advisors use Vestmark’s technology, gaining access to a robust model marketplace with more than 1,200 investment strategies.
About Vestmark
Headquartered in Wakefield, Massachusetts, and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $2 trillion in assets and five million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms.
For more information about Vestmark’s solutions, call (781) 224-3640 or visit www.vestmark.com.
About T. Rowe Price
T. Rowe Price (NASDAQ-GS: TROW) is a leading global asset management firm, entrusted with managing $1.78 trillion in client assets as of December 31, 2025, about two-thirds of which are retirement-related. Renowned for over 85 years of investment excellence, retirement leadership, and independent proprietary research, the firm leverages its longstanding expertise to ask better questions that can drive better investment decisions. Built on a culture of integrity and prioritizing client interests, T. Rowe Price empowers millions of investors worldwide to thrive amidst evolving markets.
