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.
30+
team members
15
CFA® charterholders
14
years' average industry experience
As of September, 2024
How can we help?
This short video (3:08) explains how Vanguard’s portfolio and product strategies can support your practice.
Contact your sales team to request a consultation.
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Get an initial consultation on any portfolio construction issue large or small. (Consultations are subject to meeting certain criteria.)
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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.
Disclosures
- 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.