Help future-proof your clients’ portfolios with tax-efficient investing strategies and ready-to-use resources.
Expert Perspective
Exchange-traded funds provide many potential advantages when used to access active strategies. When considering switching to an active fixed income mutual fund’s ETF counterpart, be sure to conduct due diligence to see if they truly align.
Vanguard Perspective
As tariffs gradually impact the economy, offsets are on the horizon. Vanguard is taking a bottom-up focus amid full valuations.
Make the most of today’s healthy yields by guiding clients through fixed income opportunities.
Dig into our lineup of index and active ETFs to create low-cost, diversified portfolios.
Consider our tax-efficient, customized portfolios.
Active and indexed models allow you to focus on clients.
Consult our Portfolio Solutions team for personalized analysis and portfolio decision support.
Explore Vanguard resources that enhance your practice’s wealth management offer.
Gain a new perspective on client decision-making to offer relevant advice.
Help give your clients confidence in their plans for health care.