Success in financial advice requires a strong investment proposition and excellent client relationships.
Our portfolio services team are here to help you build low-cost, effective and goal-oriented portfolios that maximize value to your investors, and give you back critical time to focus on your clients.
"It's little wonder financial advisers are in such demand, given the value good advice can add to client outcomes. We're here to support that value with simple but effective portfolio solutions."
Head of Portfolio Analytics & Consulting
Our experts can examine your portfolio for hidden biases and offer alternative options.
At Vanguard, we believe investing does not need to be complicated. That’s why we designed our LifeStrategy® model portfolios as a straightforward and easy-to-understand way to invest.
We share practical guidance, trends, and best practices to help you build a better investment proposition.
Learn more about your clients’ investment preferences using our risk profiling tool.
We align portfolios with client goals through appropriate asset allocation.
Our research team use sophisticated models to build in diversity and avoid concentrations.
We find the right low-cost building blocks to deliver the target exposure.
When our expertise in both portfolio construction and asset allocation begin.
Investment strategists develop and maintain portfolio strategies*.
Years' experience as a model portfolio strategist*.
*Source: Vanguard. Data as of October 2020 – update to July 2023
