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Vestmark VAST® is an outsourced portfolio management solution that delivers the power of personalized investing and individual tax management at scale.
BlackRock Partnership
We've teamed with BlackRock to enhance custom model solutions for registered investment advisors (RIAs). By combining Vestmark VAST’s tax management capabilities across equities, ETFs, and separately managed accounts (SMAs) with BlackRock's portfolio construction capabilities, this partnership empowers financial advisors with the flexibility to offer personalized investment solutions at scale.
About BlackRock
BlackRock is a premier provider of global investment management services. They have been entrusted to manage $11.4 trillion across equity, fixed income, alternatives, multi-asset, and cash management strategies for institutional and retail clients1. BlackRock collectively supports millions of people around the world by working alongside institutions and financial advisors as they contribute to the financial well-being of those who depend on them.
Since its founding in 1988, BlackRock has consistently invested to create a globally diverse investment platform – with index and active funds, across equities, fixed income, multi-asset, alternative and cash strategies – industry-leading portfolio construction and risk management technology, and deep global capital markets expertise. BlackRock believes the diversity of its platform, across asset classes, investment styles and regions, positions them to serve clients through market cycles and deliver whole-portfolio solutions to meet clients’ evolving needs. BlackRock believes that, from its original founders to the leadership today, they have sought to put clients’ needs and interests first, use data to drive investment insight and decision, make understanding managing risk a passion and encourage a culture that champions technology and innovation.
Construct Multi-Asset Portfolios
First to offer tax-managed multi-asset UMA with SMAs, ETFs, and MFs in one account.
Simple to Use Advisor Interface
Requiring minimal advisor input for transition analysis.
Ongoing Tax Management
Personalized to each client's needs.
Dedicated Advisory Consultants
Ensure smooth onboarding and
ongoing service.
Personalize Your Practice at Scale
Elevate your brand. Harness the power of our innovative platform and dedicated team to deliver the power of personalized investing and tax management at scale.
- AUM as of 9/30/24
There is no assurance that a separately managed account (“SMA”) will achieve its investment objective. SMAs are subject to market risk, which is the possibility that the market values of the securities in an account will decline and that the value of the securities may therefore be less than what you paid for them. UMAs are not suitable for all investors and should be evaluated for suitability by their Financial Professional prior to investing. Investment strategies that seek to enhance after-tax performance may be unable to fully realize strategic gains or harvest losses due to various factors. Market conditions may limit the ability to generate tax losses. Tax-loss harvesting involves the risks that the new investment could perform worse than the original investment and that transaction costs could offset the tax benefit. Also, a tax-managed strategy may cause a client portfolio to hold a security in order to achieve more favorable tax treatment or to sell a security in order to create tax losses. Prospective investors should consult with a tax or legal advisor before making any investment decision.