{"id":929888,"date":"2026-01-22T09:16:46","date_gmt":"2026-01-22T14:16:46","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/vestmark-and-t-rowe-price-join-to-launch-custom-premier-a-personalized-model-portfolio-solution-for-rias\/"},"modified":"2026-01-22T09:16:46","modified_gmt":"2026-01-22T14:16:46","slug":"vestmark-and-t-rowe-price-join-to-launch-custom-premier-a-personalized-model-portfolio-solution-for-rias","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/vestmark-and-t-rowe-price-join-to-launch-custom-premier-a-personalized-model-portfolio-solution-for-rias\/","title":{"rendered":"Vestmark and T. Rowe Price Join to Launch \u201cCustom Premier,\u201d a Personalized Model Portfolio Solution for RIAs"},"content":{"rendered":"<p>        <!--.bwalignc { text-align: center; list-style-position: inside }body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p class=\"bwalignc\"><b>Vestmark and T. Rowe Price Join to Launch \u201cCustom Premier,\u201d a Personalized Model Portfolio Solution for RIAs<\/b><\/p>\n<p class=\"bwalignc\"><i>Collaborative solution combines Vestmark\u2019s tax-aware implementation with T. Rowe Price\u2019s investment expertise<\/i><\/p>\n<p>WAKEFIELD, Mass.&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.vestmark.com%2F&amp;esheet=54401675&amp;newsitemid=20260122807515&amp;lan=en-US&amp;anchor=Vestmark%2C+Inc.&amp;index=1&amp;md5=cd5b98f9512b7e9f0fa4b3c11520e81b\"><b>Vestmark, Inc.<\/b><\/a>, a leading provider of wealth management technology and services, in conjunction with <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.troweprice.com%2Fen%2Fus&amp;esheet=54401675&amp;newsitemid=20260122807515&amp;lan=en-US&amp;anchor=T.+Rowe+Price&amp;index=2&amp;md5=2a0038f2e6cd9fd24796e28263d1e23a\"><b>T. Rowe Price<\/b><\/a>, a global investment management firm and leader in retirement, today announced the launch of <b>Custom Premier<\/b>, a collaborative solution to deliver personalized, tax-efficient portfolio construction across ETFs and mutual funds to registered investment advisors (RIAs) and their clients.<\/p>\n<p>\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\u2019s advanced tax management with T. Rowe Price\u2019s institutional-caliber model portfolio design and investment insights. RIAs can now access the custom models at Vestmark with no platform fee.<\/p>\n<p>\n\u201cWe 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,\u201d said <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.linkedin.com%2Fin%2Frobert-battista-cfa-84749b39%2F&amp;esheet=54401675&amp;newsitemid=20260122807515&amp;lan=en-US&amp;anchor=Rob+Battista&amp;index=3&amp;md5=90ff939d190926a3da78f9627e84b455\"><b>Rob Battista<\/b><\/a>, <b>Executive Vice President, Advisory Solutions at Vestmark<\/b>. \u201cCustom Premier leverages the best of both firms, T. Rowe Price\u2019s deep investment expertise and Vestmark\u2019s scalable tax optimization, to meet the growing demand for bespoke portfolio solutions in the advisory space.\u201d<\/p>\n<p>\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.<\/p>\n<p>\n\u201cRIAs today need personalized portfolio solutions that go beyond one-size-fits-all models,\u201d said <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fjoshua-horesh-4a8ba258%2F&amp;esheet=54401675&amp;newsitemid=20260122807515&amp;lan=en-US&amp;anchor=Josh+Horesh&amp;index=4&amp;md5=97bab23ff31d400c8ee345520f4d76ba\"><b>Josh Horesh<\/b><\/a>, <b>Head of U.S. Model Portfolio Distribution at T. Rowe Price<\/b>. \u201cOur collaboration with Vestmark delivers a differentiated experience\u2014one that combines structure with flexibility and investment expertise with technology, all in a platform designed to scale.\u201d<\/p>\n<p>\nVestmark\u2019s capabilities support models with SMAs, direct indexing, and alternatives. The firm currently supports <b>six of the industry\u2019s 10 largest managed account platforms<\/b>, with over <b>$2 trillion in assets and five million investor accounts<\/b>. More than <b>72,000 advisors<\/b> use Vestmark\u2019s technology, gaining access to a robust model marketplace with more than <b>1,200 investment strategies<\/b>.<\/p>\n<p><b>About Vestmark<\/b><\/p>\n<p>\nHeadquartered 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.<\/p>\n<p>\nFor more information about Vestmark\u2019s solutions, call (781) 224-3640 or visit <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.vestmark.com%2F&amp;esheet=54401675&amp;newsitemid=20260122807515&amp;lan=en-US&amp;anchor=www.vestmark.com&amp;index=5&amp;md5=d461d2c02a0120335b855f0e68307ee6\">www.vestmark.com<\/a><b>.<\/b><\/p>\n<p><b>About T. Rowe Price<\/b><\/p>\n<p>\nT. Rowe Price (NASDAQ-GS: <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.prnewswire.com%2Fnews-releases%2Ft-rowe-price-explores-artificial-intelligence-and-its-impact-with-openais-cfo-sarah-friar-302578252.html%23financial-modal&amp;esheet=54401675&amp;newsitemid=20260122807515&amp;lan=en-US&amp;anchor=TROW&amp;index=6&amp;md5=257ac07b8487981612008c561c23d8ba\">TROW<\/a>) 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.<\/p>\n<p>\nVisit <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fedge.prnewswire.com%2Fc%2Flink%2F%3Ft%3D0%26l%3Den%26o%3D4528299-1%26h%3D2341485946%26u%3Dhttps%253A%252F%252Fwww.troweprice.com%252Fcorporate%252Fus%252Fen%252Fpress.html%253Fvan%253Dnewsroom%26a%3Dtroweprice.com%252Fnewsroom&amp;esheet=54401675&amp;newsitemid=20260122807515&amp;lan=en-US&amp;anchor=troweprice.com%2Fnewsroom&amp;index=7&amp;md5=6918646212b346010941cbd67dab60ec\">troweprice.com\/newsroom<\/a> for news and public policy commentary.<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260122807515r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20260122807515\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20260122807515\/en\/<\/a><\/span><\/p>\n<p><b>Media Contacts:<br \/>\n<\/b><br \/><a rel=\"nofollow\" href=\"mailto:vestmark@streetcredpr.com\">vestmark@streetcredpr.com<\/a><\/p>\n<p><b>Rob Farmer<br \/>\n<\/b><br \/>415-377-3293<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:rob@streetcredpr.com\">rob@streetcredpr.com<\/a><\/p>\n<p><b>Adam Redling<br \/>\n<\/b><br \/>440-773-9299<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:adam@streetcredpr.com\">adam@streetcredpr.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> Massachusetts United States North America<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Professional Services Data Management Technology Software Finance Asset Management Fintech<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20260122807515\/en\/2698451\/3\/Vestmark_Logo.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Vestmark and T. Rowe Price Join to Launch \u201cCustom Premier,\u201d a Personalized Model Portfolio Solution for RIAs Collaborative solution combines Vestmark\u2019s tax-aware implementation with T. Rowe Price\u2019s investment expertise WAKEFIELD, Mass.&#8211;(BUSINESS WIRE)&#8211;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\u2019s advanced tax management with &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/vestmark-and-t-rowe-price-join-to-launch-custom-premier-a-personalized-model-portfolio-solution-for-rias\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Vestmark and T. Rowe Price Join to Launch \u201cCustom Premier,\u201d a Personalized Model Portfolio Solution for RIAs&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-929888","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Vestmark and T. 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Rowe Price\u2019s investment expertise WAKEFIELD, Mass.&#8211;(BUSINESS WIRE)&#8211;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\u2019s advanced tax management with &hellip; Continue reading &quot;Vestmark and T. 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Rowe Price\u2019s investment expertise WAKEFIELD, Mass.&#8211;(BUSINESS WIRE)&#8211;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\u2019s advanced tax management with &hellip; Continue reading \"Vestmark and T. 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