Vestmark, Inc. announced a strategic partnership with VanEck to deliver custom model portfolios to registered investment advisors, broker-dealer representatives, and other advisory professionals.
Through this collaboration, advisors will have access to VanEck’s suite of ETF, mutual fund, and thematic investment strategies within Vestmark’s open-architecture platform, which combines sophisticated overlay and tax management, tax transition tools, and direct indexing. The result is a flexible, advisor-centric solution that enables the delivery of personalized portfolios across a wide range of account types.
As part of the initiative, VanEck will subsidize implementation costs for financial advisors who want access to VanEck model portfolios, simplifying adoption and integration of these new capabilities.
Advisors adopting the VanEck Custom Model Portfolio Solution will leverage Vestmark’s Unified Managed Account (UMA) platform, which integrates ETFs, mutual funds, equity and fixed income SMAs, and alternative investments within a single custodial account.