Managers & Models

BlackRock

BlackRock is one of the world’s leading providers of investment, advisory and risk management solutions, employing over 19,000 people in 36 countries. Over the past 30 years, BlackRock has evolved into a global company that is trusted to manage more assets* than any other investment manager.

BlackRock began in 1988 with eight people in a single room who shared a determination to put clients’ needs and interests first. Its founders believed they could manage assets in a way that was better for their clients – by utilizing their passion for understanding and managing risk. This is the way the firm continues to be managed today.

Freedom Advisors features several popular BlackRock model series offering 50 model portfolios.

BlackRock Global Allocation Selects Model Series: Strive to help investors achieve their long-term financial goals by adapting to changing market conditions. Global Allocation models are typically rebalanced monthly and portfolio managers can adjust the model's mutual funds daily, providing an opportunity for tactical flexibility. The models are managed exclusively by BlackRock's Global Allocation portfolio management team.

• Global Allocation Selects Models
• Global Allocation Selects Tax-Aware Models

BlackRock Target Allocation Model Series: The firm’s flagship suite of dynamically managed model portfolios for investors across the full risk spectrum to best align with your clients’ investment goals and objectives. These models aim to provide a simpler way to build diversified portfolios and develop scalable investment strategies for your clients.

• Target Allocation ETF Models
• Target Allocation Tax-Aware ETF Models
• Target Allocation Multi-Manager with Alts Models
• Target Allocation ESG ETF Models
• Long Horizon Mutual Fund Models

BlackRock Multi-Asset Income Model Series: Designed to help investors generate income and growth, while actively managing risk. They are core, multi-asset portfolios built using mutual funds and ETFs and employ a flexible, unconstrained global investment strategy to adapt to changing markets.

• Multi-Asset Income Models
• Multi-Asset Income Tax-Aware Models