Increase efficiency and add scale to your practice with model portfolios

Model portfolios can help you streamline your practice for greater efficiency and time management. As a financial advisor with a growing practice, your investment management expertise is a primary selling point. But your ability to emotionally connect with clients and help them through the complexity of their changing financial needs adds true value to the relationship. As you scale your practice, you may find it challenging to be all things for all clients.

There are only 24 hours in a day

To grow your practice through onboarding new clients or onboarding new assets from existing clients, you need the time. Since you can’t add hours to the day, partnering with an expert in the field of portfolio construction may be exactly what you need.

Vanguard model portfolios are diversified, low-cost, and flexible, and they allow you to leverage our management expertise. Models can be a total-account solution for some investors or a partial solution for more established clients in your practice. In both cases, using models adds efficiency to your practice while freeing up time to serve your clients more holistically.

Model portfolios make onboarding easier

In recent years, many advisors have been using model portfolios as a scalable portfolio construction and ongoing investment management tool. Models can help you:

• Broaden your book by onboarding smaller accounts of clients with asset-growth potential.
• Streamline the administrative burden so you have time to focus on a client’s whole financial picture.
• Encourage clients to consolidate assets under your management.

Partner with an expert

With Vanguard model portfolios, you give clients access to world-class investments that benefit from the deep experience of our portfolio managers. Vanguard models have:

• Broad market-cap coverage.
• In-house specialists available for consultation and insights.
• Quarterly performance, allocation data, and market commentary.
• Exceptionally low expense ratios.

Freedom to focus on what’s most important to clients

As noted earlier, models are useful as a total-account solution for clients who are in the early stages of their investment journey or a partial solution for more established clients.

When used for clients with complex assets, a model portfolio can be attractive as a core investment. It can help serve as a more consistent base among the constellation of targeted assets you’ve chosen in pursuit of higher after-tax returns. We call this a core-satellite approach.
 

The satellites are all yours

Core-satellite means you deploy your deep client and investing expertise to selection and ongoing management of satellite investments that seek alpha. You’ll be spending more of your time tending to the investments that singularly rely on your day-to-day decision-making. We handle the management of the core so that you don’t have to.
 

Pair your expertise with ours

Our expertly managed portfolios seek to deliver performance without unexpected highs and lows. Reassure your clients with our global scale, experience, and discipline in portfolio management. Our approach to adjusting allocations and funds is thoughtful and dynamic in changing markets.
 

Get scale and efficiency

You and your clients may have more time for conversations. You can focus on the high-value work of investment strategy, selection, and financial planning while you streamline your due diligence.

When you use model portfolios as a component of a client’s investments, you streamline portfolio oversight but remain in charge of major decisions. You’ll identify client assets best suited for a diversified core and decide what allocations and portfolio strategies are best for that client.

Call Vanguard to schedule a working session with our portfolio analytics team to discuss options to implement a model portfolio core for your clients.

For more information about Vanguard funds or Vanguard ETFs®, call 800-997-2798 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.

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.

All investing is subject to risk, including possible loss of principal. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Diversification does not ensure a profit or protect against a loss.

Vanguard does not, and will not, make any representations about whether a model portfolio is in the best interest of any investor; is not, and will not be, responsible for the determination of whether a model portfolio is in the best interest of any investor; and is not acting as an investment advisor to any investor. It is the investment advisor’s responsibility to determine the appropriateness of the model portfolios, or any of the securities included therein, for any client.

Vanguard is owned by its funds, which are owned by Vanguard’s fund shareholder clients.