How can I use ETFs in model portfolios?

 

In today's demanding marketplace, many advisors have discovered that model portfolios can streamline their traditional-portfolio construction efforts and free up the time they need to focus on critically important client-relationship and business-development needs.

The benefits of model portfolios include:

  • Free up time, allowing you to focus more on your clients and your practice.
  • Offer flexibility and choice to satisfy a broad range of allocation needs while enhancing due-diligence efforts.
  • Streamline your investment process and ability to offer targeted portfolios.
  • Help you attract your next generation of clients.

All investing is subject to risk, including possible loss of principal.

Vanguard ETF Shares are not redeemable with the issuing Fund other than in very large aggregations worth millions of dollars. Instead, investors must buy and sell Vanguard ETF Shares in the secondary market and hold those shares in a brokerage account. In doing so, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling.

Note: When you use this feature, you'll leave advisors.vanguard.com and go to a third-party website. Vanguard accepts no responsibility for content on third-party sites or for the services provided. Also, please be aware that when you use services provided by a third-party site, you're subject to that site's terms of service and privacy rules, which you should review carefully.

 
Related materials

Advisor's alpha

View more ETF education literature