Advisors gain access to open-architecture model portfolios featuring VanEck’s thematic investing strategies and Vestmark’s overlay and tax management capabilities

Vestmark, Inc., a leading provider of wealth management software and services, today announced a strategic partnership with VanEck to deliver custom model portfolios to registered investment advisors (RIAs), 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.

“We’re honored to partner with VanEck to empower financial advisors with the technology and flexibility needed to deliver truly customized, tax-optimized portfolios,” said Karl Roessner, CEO of Vestmark. “Together, we’re enabling advisors to offer differentiated solutions that align with the increasingly personalized expectations of today’s investors.”

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.

“Together with Vestmark, we’re proud to provide advisors with an intuitive, tax-aware model portfolio solution that combines VanEck’s investment expertise with Vestmark’s powerful technology infrastructure,” said Kol Estreicher, Head of RIA Channel at VanEck. “This collaboration gives advisors the tools they need to efficiently deliver tailored portfolios that reflect each client’s goals.”

Vestmark supports six of the industry’s 10 largest managed account platforms, with $1.9 trillion in assets flowing through its platform. More than 65,000 advisors supported by Vestmark technology have access to a model marketplace featuring more than 1,400 strategies.

About Vestmark

For more than 20 years, Vestmark has been a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.9 trillion in assets and 4.5 million accounts, Vestmark partners with some of the largest and most respected wealth management firms in the industry.

For more information, visit www.vestmark.com.

About VanEck

VanEck has a history of looking beyond the financial markets to identify trends that are likely to create impactful investment opportunities. We were one of the first U.S. asset managers to offer investors access to international markets. This set the tone for the firm’s drive to identify asset classes and trends – including gold investing in 1968, emerging markets in 1993, and exchange traded funds in 2006 – that subsequently shaped the investment management industry.

Today, VanEck offers active and passive strategies with compelling exposures supported by well-designed investment processes. As of October 31, 2025, VanEck managed approximately $171.7 billion in assets, including mutual funds, ETFs and institutional accounts. The firm’s capabilities range from core investment opportunities to more specialized exposures to enhance portfolio diversification. Our actively managed strategies are fueled by in-depth, bottom-up research and security selection from portfolio managers with direct experience in the sectors and regions in which they invest. Investability, liquidity, diversity, and transparency are key to the experienced decision-making around market and index selection underlying VanEck’s passive strategies.

Since our founding in 1955, putting our clients’ interests first, in all market environments, has been at the heart of the firm’s mission. Learn more at www.vaneck.com.

VanEck Disclosure:

This material is not an offer, solicitation, or recommendation to buy or sell any security, instrument, or digital asset. It does not provide personalized investment, financial, legal, or tax advice. Forward-looking statements are illustrative, based on current information, subject to change, and may differ from actual results. Third-party data is believed reliable but not verified or guaranteed. Views are those of the author(s) and may not reflect those of VanEck, Vestmark or their employees.

The models are not mutual funds or other types of securities and will not be registered with the Securities and Exchange Commission as investment companies under the Investment Company Act of 1940, as amended. No units or shares of the models will be registered under the Securities Act of 1933, as amended, nor will they be registered with any state securities regulator. Accordingly, the models are not subject to compliance with the requirements of such acts.

All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future results.

© VanEck Associates Corporation

Vestmark Disclosure:

Investment strategies that seek to enhance after-tax performance may be unable to fully realize strategic gains or harvest 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.

There are limitations inherent in the use of an optimization methodology to manage accounts relative to a designated index; for instance, the optimization tools are not designed to account for current market conditions and any short-term market fluctuations. The optimization tools may seek to estimate individual tax circumstances but cannot incorporate all individual tax information, potentially leading to inaccuracies.

UMAs are not suitable for all investors and should be evaluated for suitability by their Financial Professional prior to investing.

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.

©2025 Vestmark, Inc. All rights reserved. Reproduction in whole or in part in any form or medium without express written permission is prohibited. Vestmark, VAST, and the Vestmark icon are registered trademarks. Other trademarks contained herein are the property of their respective owners. Vestmark believes that the information in this publication is accurate as of its publication date; such information is subject to change without notice.

Vestmark Advisory Solutions, Inc. (“VAS”), a wholly owned subsidiary of Vestmark, Inc., is an investment advisor registered with the U.S. Securities and Exchange Commission (“SEC”). VAS acts as a paid sub advisor and/or overlay portfolio manager offering VAST and tax optimization services. Registration does not imply a certain level of skill or training. VAS has its principal place of business in Wakefield, MA. Investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money. Past performance is no guarantee of future returns and individual investor results will vary. Investments in private assets and subscription-based alternatives may involve higher risk, reduced liquidity, and longer investment horizons. These investments may not be suitable for all clients. Please consult our full disclosure document for a discussion of risks related to the services provided by VAS.

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