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Exclusively for advisors

Model portfolios: Good for clients, good for you.

Vanguard model portfolios

Why models

Why model portfolios?

Grow your practice and build stronger client relationships.

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Save time

Model portfolios are efficient and empowering. You spend less time on investment selection, due diligence, and administrative tasks. You leverage the insights of some of the world’s leading portfolio construction and management experts through products designed for each client’s unique risk profile.

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Boost client value and retention

Use the time saved with model portfolios to deepen relationships by staying on top of your clients’ life events and their ever-changing financial goals. That means more time for clients with complex needs and the white-glove treatment that is key to good wealth management.

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Grow your business

Model portfolios make it easier to onboard new clients, either as a total account solution for younger investors or a partial solution for more established clients in your practice. Use them to help consolidate client assets under your management and streamline portfolio oversight.

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Make your practice more valuable

Moving client assets into model portfolios with a more uniform investment process helps to boost the value of your practice. This makes it easier to transition clients to a new advisor when you decide to retire.

Why Vanguard models

Why Vanguard model portfolios?

A trusted name and nearly 50 years of experience in portfolio construction and active indexing. Diversified and rigorously overseen to put investors first.

Good for clients

Predictability and a long view

Our model portfolios are built to potentially match market returns and minimize volatility. This can help clients stay committed to the investing plan you’ve created together.

Low cost

You won’t get charged a strategist fee. Plus, our portfolio fees are a weighted average of the underlying fund expense ratios, which are among the lowest in the industry.1

Coaching and clarity

Clients get more time with you to hear about tax-efficient health care, estate planning, and other wealth management strategies. Plus, by streamlining their holdings, your clients and their heirs can more easily track their investments.

Diversification

Your clients get the broadest market capitalization coverage available in the model portfolio space: In total, 89% of global public market capitalization across more than 45 countries and approximately 28,000 individual securities.2

SEE MORE: Our model portfolio lineup

Good for advisors

Vanguard oversight

You’ll get ongoing monitoring and adjustments to allocations so the portfolios you choose can be automatically rebalanced.

Expertise, integrity, and support

You’ll have access to Vanguard portfolio construction experts and resources, which compound the efficiencies you gain.

Insights to share with your clients

You’ll get quarterly portfolio commentaries and timely thought leadership on markets and advisory best practices, plus user-friendly brochures crafted to help you talk to your clients.

Concierge attention

Pick up the phone at any time for ready access to a sales team charged with serving your needs. We are here to help make all aspects of portfolio management transparent and useful to you.

Our models

Our model portfolios

Choose from among total-return and objective-based models.

Total-return model portfolios

Provide exposure to broad-market, global equity, and fixed income markets. Are low cost. Align with a client’s unique risk profile.

Objective-based model portfolios

Managed to clients’ specific investment needs, such as tax efficiency or income.
 

Advisor choice

Advisor choice

Vanguard model portfolios are built to give you the ability to choose a portfolio that matches the risk profile of your client. Choose among portfolios weighted more on bonds, heavier on equities, or somewhere in between—whatever best aligns to the needs of each client you're advising.

Different clients + different goals = different portfolio recipes

Asset allocation flexibility within Vanguard strategic model portfolios

Different clients and different goals equals different portfolio recipes graphic
Model resources

Model portfolio resources

The latest portfolio updates, insights, best practices, and client-support materials.

Model portfolio resources for your clients

Model portfolio resources for you

Did you know we offer model portfolio subscriptions?

Subscribe to receive our monthly models performance and allocation figures as well as quarterly model fact sheets and investment commentary.

Have questions about Vanguard Model Portfolios? Contact us.

Disclosures and footnotes

1 Sources: Vanguard and Morningstar, Inc., as of December 31, 2021. All averages are asset-weighted. Industry average excludes Vanguard.

2 Sources: Vanguard and Bloomberg, as of December 31, 2022.

Notes:
For more information about Vanguard funds and ETFs, visit advisors.vanguard.com 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.

Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard.

Diversification does not ensure a profit or protect against a loss.

Investments in bonds are subject to interest rate, credit, and inflation risk.

Investments in stocks or bonds issued by non-U.S. companies are subject to risks including country/regional risk and currency risk. These risks are especially high in emerging markets.

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 interests 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.