Portfolio strategies consulting

Take the first step in getting a second look

A fresh perspective on client portfolios can make all the difference. Call on Vanguard Portfolio Solutions experts to share what they’ve learned from thousands of portfolio consultations across dozens of economic environments.

Whatever benefits you most today—help with a new product search, allocation decision support in an unsettled market, or just a quick check of your own assumptions against Vanguard’s current outlooks and forecasts--Vanguard can help optimize your portfolios and offer new ideas that address new challenges.

The short video below (3:08) explains how Vanguard’s portfolio and product strategists can support your practice. No commitment required. For a one-time conversation, an ongoing series of deep-dive analyses, or anything in between, contact us today.

Disclosures

1. For more information about Vanguard funds or Vanguard ETFs, view detailed product information or call 800-997-2798 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.
2. 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.,
3. All investing is subject to risk, including the possible loss of the money you invest.
4. Diversification does not ensure a profit or protect against a loss.
5. 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. Past performance is not a guarantee of future results.