Three ways Vanguard strategic model portfolios can help your practice

With the challenges of today's economic and market environments, you're spending a lot of time easing clients' concerns about their investments. It can be scary for clients and making time for conversations like these is important. However, it may leave less time for other priorities like relationship building and growing your business.

How can you address client concerns while still making time for other tasks? Vanguard strategic model portfolios can help you streamline your daily activities, overcome revenue challenges, and show clients your real value.

Models are meant to provide clients with Vanguard's asset allocation strategy, in diversified, low-cost portfolios.

Here are three key advantages:

Asset management expertise

In uncertain times, it's always best to look for someone or something you can count on. Vanguard model portfolios give you access to market-tested investments that benefit from the deep experience of our portfolio managers.

Vanguard model portfolios offer you and your clients:

• Broad-market stock and investment-grade1 bond exposure.
• Management that seeks lower return variability and low turnover.
• Low costs.
• Vanguard's 45+ years of experience in portfolio construction and indexing.

More time for client engagement

Do you ever wish there were more hours in the day? By partnering with Vanguard to share some investment management responsibilities, you're able to maximize your time, allowing you to focus on deepening relationships with your clients.

Many clients say they value an advisor who understands their needs and can provide solutions that fit them. Using model portfolios can add hours to your day, just in streamlined due diligence and portfolio construction tasks that may be largely transparent to your clients. Use the time saved to become familiar with clients' changing financial situations and creating and reviewing their investment plans.

New business opportunities

When markets are down, one way to maintain or increase revenue is asset gathering. The time savings gained by using models can help you to attract new clients or bring in additional assets from current clients.

Using model portfolios can enable you to lean into the consultation side of your value proposition. Spend the time saved by educating clients; meeting with their families; providing referrals to tax, legal, and other specialists; and more. Enhancing the service you provide to clients increases client satisfaction and may lead to the growth of your business through client referrals.

In volatile markets, models give you the time you need to help clients understand your value. Find out how model portfolios can benefit you and your clients.
 

1 A bond whose credit quality is considered to be among the highest by independent bond-rating agencies.

Notes:

• For more information about Vanguard funds or Vanguard ETFs, visit advisors.vanguard.com or 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 the possible loss of the money you invest. 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.
• 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.
• The Vanguard model portfolios are provided for illustrative and educational purposes only. The Vanguard model portfolios do not constitute research, are not personalized investment advice or an investment recommendation from Vanguard to any client of a third party financial professional and are intended for use only by a third party financial professional, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. Such financial professionals are responsible for making their own independent judgment as to how to use the Vanguard model portfolios.
• Investments in bonds are subject to interest rate, credit, and inflation risk.
• Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard.