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Vanguard Launches Custom Model Portfolios
['Elaine Misonzhnik', 'Senior Editor', 'Investments', 'Wealth Management']
wealthmanagement
Building on the industry trend of increasing personalization, Vanguard has launched custom model portfolios.
“Vanguard custom model portfolios are a way for us to work with financial advisors to co-develop portfolios around their investment philosophy, their preferences and their client needs.”
According to a recent Morningstar report on model portfolios, custom model assets totaled $258 billion by the end of the first quarter of 2026, representing 40% growth compared with the same period last year.
In addition, last week, LPL Research, an independent investment and market strategy team within broker/dealer LPL Financial, launched 17 new model portfolios as part of what it is calling its Building Block Model Portfolios suite.
Related:Wealth Management Invest: Model Portfolio Trends with Invesco’s Karl DesmondA survey by Cerulli Associates found that 65% of model providers view offering custom models as their top priority.