T. Rowe Price model portfolios
A new model for success
On average, financial professionals spend 47 days a year on investment management. Streamline the process with model portfolios. It’s all about pursuing better outcomes—starting with more time to grow your practice.
An easier way to deliver professionally managed strategies
Wide-ranging solutions
Investment solutions to meet a variety of client goals supported by a leading multi-asset firm
Constructed for change
Multiple sources of potential value for navigating dynamic markets
Timely ideas and insights
Our global team of investment professionals gets answers and uncovers opportunities for your clients.
Model portfolios
From building wealth to delivering income, address a wide variety of real-life client goals with our menu of model portfolios.
Risk-based series of models that seek to meet long-term objectives
Target Allocation Active Series
A series of models that are composed of actively managed funds and serve a variety of long-term client goals
Target Allocation Blend Series
A series of models that are composed of actively managed ETFs and funds along with third-party passive investments to provide clients additional options to meet their long-term goals
Target Allocation Tax-Aware Blend Series
A series of actively managed T. Rowe Price strategies alongside third-party passive ETFs, these models can help address long-term client needs for greater tax efficiency by combining tax-free income and leveraging highly tax-efficient vehicles.
Component models that achieve targeted exposures
Equity Building Block Models
Component models that provide equity exposure targeted to a specific category or region
Equity Blend ETF Building Block Model
A component model, which is composed of actively managed ETFs along with third-party passive investments allocated across U.S. sectors and market capitalizations
Models designed to address specific objectives
Income Models
Income generating models composed of income-oriented equity, U.S. fixed income, and international fixed income
Low Duration Models
Conservative models aligned to a range of short-term investment objectives
Custom Model Portfolios
Scale your practice and take back your time.
Get a suite of tailor-made, open architecture model portfolios to meet the needs of your clients, from conservative to aggressive.
Our multi-asset expertise is built in to every model
Your clients count on the highest level of investment management and client service. We bring our best multi-asset thinking from specialists around the globe to our model portfolios. You can be confident that you’re helping deliver the long-term results your clients deserve.
75+ professionals
35+ years
$500+ billion
As of 6/30/25
As models surge in popularity, knowledge is confidence
More models are being launched than ever before. Our resources can help ensure that you make the right choices for your clients.
Getting started: Using and choosing models
Learn what to look for in model portfolios and how to make them work for your clients.
Why T. Rowe Price model portfolios?
An overview of our comprehensive range of model portfolios and the investment management process behind them.
Stay ahead of change with our best thinking
Curiosity. Independent thinking. Industry-leading expertise. It all adds up to insight you won’t find anywhere else.
Asset Allocation Viewpoints
Your monthly source for market perspective and portfolio positioning updates from our Asset Allocation Committee and Multi-Asset team.
Market Update
Take a deeper dive into our experts’ reactions to the market events and topics that are dominating the headlines.
Navigating the model portfolio landscape
The model portfolio landscape is complex. Learn what questions to ask in the selection process and how implementation approaches can vary.
Your investment process. Our expertise.
Refine holdings, build models, adjust portfolios, and inform investment decisions. Let's put our proven multi-asset expertise to work for your clients.
Contact us
Consider the investment objectives, risks, and charges and expenses of the T. Rowe Price mutual funds carefully before investing. For a prospectus or, if available, a summary prospectus containing this and other information, visit troweprice.com or contact your financial professional. Read it carefully.
The T. Rowe Price model portfolios are a nondiscretionary investment management program provided by T. Rowe Price Associates, Inc. T. Rowe Price mutual funds are distributed by T. Rowe Price Investment Services, Inc. T. Rowe Price Associates, Inc., and T. Rowe Price Investment Services, Inc., are affiliated companies. The T. Rowe Price group of companies, including its affiliates, receive revenue from T. Rowe Price investment products and services.
This material is provided for informational purposes only; it is not personalized investment advice, a recommendation concerning investments, investment strategies, or account types by T. Rowe Price Associates, Inc., or any of its affiliates (T. Rowe Price), and it is not intended to suggest that any particular investment action is appropriate for you, nor is it intended to serve as the primary basis for investment decision-making. T. Rowe Price’s role is limited to providing your financial professional with nondiscretionary investment advice in the form of model portfolios. The T. Rowe Price model portfolios are only available through financial professionals, and your financial professional is responsible for determining if these portfolios and the mutual funds utilized in them are appropriate for you. T. Rowe Price’s role is limited to providing your advisor with nondiscretionary investment advice in the form of model portfolios. The implementation of these model portfolios and any securities selected for your account is at the full discretion of your financial professional.
Risks: All investments are subject to risk, including possible loss of principal. The model portfolios are subject to the risks of the underlying mutual funds utilized in the model. Fixed income securities are subject to credit risk, liquidity risk, call risk, and interest rate risk. As interest rates rise, bond prices generally fall. International, mid-cap, and small-cap investing are subject to additional risks and volatility. These risks are generally greater for investments in emerging markets. Diversification does not assure a profit nor protect against a loss in a declining market.
Municipal securities will be highly impacted by events tied to the overall municipal securities markets, which can be very volatile and significantly affected by unfavorable legislative or political developments and adverse changes in the financial conditions of municipal securities issuers and the economy. Some income may be subject to state and local taxes and the federal alternative minimum tax. Capital gains, if any, are generally taxable.
ETFs are bought and sold at market prices, not NAV. Investors generally incur the cost of the spread between the prices at which shares are bought and sold. Buying and selling shares may result in brokerage commissions which will reduce returns.
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