Vanguard Portfolio Solutions
As the advice market grows, delivering effective guidance at good value is critical.
Through our key pillars, Vanguard Portfolio Solutions aims to equip you with tools and services that will help you to drive down costs, improve your investment propositions and enhance your client relationships.
Access to tools and resources to help you build a thriving business and establish enduring client relationships
Vanguard portfolio consulting
Draw on Vanguard’s expertise to enhance and build diversified, low-cost portfolios.
Marketing Resources
Access client-facing resources developed through our relationships with over 30 million investors worldwide.
"At Vanguard we have a clear objective, to give all investors the best chance for investment success. And good advice is key to improve your clients’ outcomes. We are here to partner with you, to provide simple but effective portfolio solutions that maximize value to the portfolios you manage, and give you back critical time to focus on your clients."
Juan Hernandez
Head of Vanguard Latin America
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How Model Portfolios deliver value to investors
Flexible
Aim to generate sufficient long-term return for investors to draw on as part of a personalized spending or growth plan
Targeted
Managed around realistic long-term minimum risk and/or return expectations
Intelligent
Allocations adapt each year based on market capitalization and also after major market events according to Vanguard’s latest models
Low-cost
We believe in giving investors access to broadly diversified investment solutions at a low cost. The less you pay for investments, the more you get to keep from your potential returns.
Why Vanguard for Model Portfolios?
Vanguard has been working with investors for over 45 years. We have over USD$1T invested across our multi-asset range globally, all supported by a team of experienced portfolio and investments specialists.
$1 T
USD in multi-asset fund solutions globally*
* Source: Vanguard data as of December 30, 2020. Monetary figures are in U.S. dollars.
30+
Investment strategists develop and maintain portfolio strategies*.
1976
When our expertise in both portfolio construction and asset allocation began*
Portfolio consulting is provided in accordance with section 4.2, subsection a) of Vanguard Mexico’s Investment Services Guide and should not be considered as an investment recommendation, a recommendation can only be provided by Vanguard Mexico upon completion of relevant profiling and legal processes.
Model portfolios are provided in accordance with section 4.1, paragraph 3 “Portafolios Modelo” of Vanguard Mexico’s Investment Services Guide and should not be considered as an investment recommendation, a recommendation can only be provided by Vanguard Mexico upon completion of relevant profiling and legal processes.