Vestmark, Inc., a provider of wealth management technology and services, and T. Rowe Price, have launched Custom Premier, a solution to deliver personalized, tax-efficient portfolio construction across exchange-traded funds (ETFs) and mutual funds to registered investment advisors (RIAs) and their clients.
Custom Premier allows advisors to deliver customized investment strategies at scale while maintaining operational efficiency. The solution integrates Vestmark’s tax management services with T. Rowe Price’s 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 of 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.”
T. Rowe Price and Vestmark say the tool addresses a need in the RIA marketplace 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.