Vestmark, Vanguard Target RIAs with Custom Model Portfolios Option

Vestmark has been tapped by Vanguard to provide an expanded source of model portfolios to registered investment advisors, as asset classes and service preferences continue to be growing factors for clients. 

Vanguard has launched the Vanguard Custom Model Portfolios, which aims to provide advisors with customized portfolios through the firm. Through its partnership, Vestmark will provide trading, tax management, and advisory services. 

The Vanguard Custom Model Portfolios enable financial advisors to adjust select multi-asset and single-asset-class models to reflect client preferences for various investment products, asset classes, and management styles. 

Within the RIA channel, advisors will also be allowed a “white-labeled” digital experience, where they can view client data, demand specialized services, and use tax services to conduct analyses.  

“Advisors increasingly expect access to investment solutions through scalable technology and intuitive workflows,” said Eve Cout, head of Advisor Solutions and Financial Advisor Services at Vanguard. 

Vanguard’s launch comes a little over three months after the firm debuted its Dynamic Active‑Passive Model Portfolio series, further deepening its model portfolio offerings. 

Model portfolios collected $42.6 billion in net inflows for 2025, representing a 42% increase from the prior year, according to this year’s Morningstar U.S. Model Portfolio Landscape report. 

The study also revealed that third-party model portfolio assets rose to $934 billion as of the end of March, marking a 46% increase over the trailing year. 

At the beginning of the year, asset manager T. Rowe Price and Vestmark partnered to launch a portfolio offering tailored to serving RIAs that are seeking to boost their tax management for clients without a platform fee. 

Vestmark’s technology actively supports over $2 trillion in total assets, five million investor accounts, and 72,000 financial advisors.