Press release
Vestmark and T. Rowe Price Join to Launch “Custom Premier,” a Personalized Model Portfolio Solution for RIAs
Collaborative solution combines Vestmark’s tax-aware implementation with T. Rowe Price’s investment expertise WAKEFIELD, Mass.--(BUSINESS WIRE)-- Vestmark,
About this update from T. Rowe Price Group, Inc.
[{"type":"text","content":"\nCollaborative solution combines Vestmark’s tax-aware implementation with T. Rowe Price’s investment expertise\n\n\n WAKEFIELD, Mass.--(BUSINESS WIRE)--\nVestmark, 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.\n\n\nCustom 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.\n\n\n“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.”\n\n\nCustom 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.\n\n\n“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.”\n\n\nVestmark’s capabilities support models with SMAs, direct indexing, and alternatives. The firm currently supports six of the industry’s 10 largest ...