Portfolio strategies

Whether you need to run a few numbers or huddle with an expert, Vanguard can help.

Partner with Vanguard Portfolio Solutions

Vanguard Portfolio Solutions is a team of experts who can provide an objective perspective on your portfolio construction decisions, validating your choices or uncovering opportunities. Take advantage of our personalized analysis based on your specific concerns or challenges, including client needs.

Our team can deliver:

  • An outside perspective on capital markets.
  • A better understanding of products you use.
  • Decision support in making an allocation or product change.
  • Optimization of your clients’ portfolios.
  • Updates on market themes and portfolio construction trends.
  • Periodic outside expert consultations incorporated into your process.

Expertise on call

Working with Vanguard Portfolio Solutions gives you access to unparalleled experience and expert insight. Your Vanguard investment partners provide not only industry credentials, but the perspective of over 2,500 advisor consulting engagements each year.


team members


CFA® charterholders


years' average industry experience

As of June, 2023

We can help every step of the way

We’ll meet you where you are in your portfolio construction journey, providing timely investment or market perspectives, helping you implement product changes, or anything along the way.

Market themes and projections

Get an objective overview of Vanguard’s current thoughts on the economy and capital markets, and how these might impact your portfolios. Share your specific concerns to help us zoom in on what’s most relevant to your practice.

Advisor trends

We review thousands of advisors’ portfolio strategies, and we’ve seen a wide array of scenarios and challenges. Learn what’s working for others and how your portfolios stack up amongst your peers.

Product expertise

We can answer questions about Vanguard funds or ETFs, and about other products you may be considering—as well as how they might best fit your portfolio strategy.

Portfolio analytics

We’ll put your portfolios under the microscope and thoroughly review from all angles. Can you optimize risk and reward? Help your clients withstand a grinding recession, or capitalize on growth opportunities? Our models can stress-test your portfolios through the specific conditions that keep you up at night.


We’ll walk you through our suggestions, including how they might benefit your clients. We're available for periodic check-ins and progress discussions over whatever timeframe works best for you.

Contact your sales team to request a consultation.

Request a consultation

Get an initial consultation on any portfolio construction issue, large or small. (Consultations are subject to meeting certain criteria.)

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Run portfolio analytics from your office

Looking to test-drive a couple of quick ideas? Use our online tools to help analyze and compare portfolios and products.

Get started with our portfolio analysis tool

  • Quickly create, analyze, compare, and save hypothetical portfolios.
  • View A/B comparison of any portfolios.
  • Enter saved models and custom allocations.

Compare products across multiple metrics

  • Compare up to five products from any provider.
  • Review using a variety of performance and risk measures.
  • Identify similar products based on criteria you choose.


Portfolio construction insights


  • PDF

    Portfolio Perspectives - May 2024

  • PDF

    Portfolio Perspectives - April 2024

  • PDF

    Portfolio Perspectives - March 2024

  • PDF

    Portfolio Perspectives - February 2024

More portfolio construction topics of interest


Investment strategies

How will market developments impact your portfolios? Visit our Investment Strategies section for our latest assessments.

Model portfolio resources

Streamline portfolio construction tasks while optimizing client portfolio outcomes. Learn more about Vanguard model portfolios now.



  • 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.
  • 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.
  • Diversification does not ensure a profit or protect against a loss.
  • 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.
  • CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.