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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.

Your use of this site signifies that you accept our terms and conditions of use and privacy policy.

© 2022 VIGM, S.A. DE C.V. Asesor en Inversiones Independiente (“Vanguard Mexico”). All rights reserved.

This website is for institutional and sophisticated investors only. Vanguard Mexico will not have any responsibility for the use given to the information contained in this website.

Vanguard Mexico registration number: 30119-001-(14831)-19/09/2018. The registration of Vanguard Mexico before the Comisión Nacional Bancaria y de Valores (“CNBV”) as an Asesor en Inversiones Independiente is not a certification of Vanguard Mexico’s compliance with regulation applicable to Advisory Investment Services (Servicios de Inversión Asesorados) nor a certification on the accuracy of the information provided herein. The supervision scope of the CNBV is limited to Advisory Investment Services only and not all services provided by Vanguard Mexico.

The content of this website is solely for informational purposes and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any security, nor shall any such securities be offered or sold to any person, in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. Reliance upon information in this website is at the sole discretion of the recipient.

Securities information provided in this website must be reviewed together with the offering information of each of the securities which may be found on Vanguard’s website:https://www.vanguardsouthamerica.com/en/products/financial-products or www.vanguard.com

Vanguard Mexico may recommend products of The Vanguard Group Inc. and its affiliates, and such affiliates and their clients may maintain positions in the securities recommended by Vanguard Mexico.

The information contained in this website derived from third-party sources is deemed reliable, however Vanguard Mexico and The Vanguard Group Inc. are not responsible and do not guarantee the completeness or accuracy of such information.

You may leave Vanguard South America’s website when you access certain links on this website. In so doing, you may be proceeding to the site of an organization that is not regulated under the Mexican regulation. Vanguard Mexico has not examined any of these websites and does not assume any responsibility for the contents of such websites nor the services, products or items offered through such websites.

The information contained in this website should not be considered as an investment recommendation, a recommendation can only be provided by Vanguard Mexico upon completion of the relevant profiling and legal processes.

This website is for educational purposes only and does not take into consideration your background and specific circumstances nor any other investment profiling circumstances that could be material for taking an investment decision. We recommend getting professional advice based on your individual circumstances before taking an investment decision.

The information contained herein does not constitute an offer or solicitation and may not be treated as such in any jurisdiction where such an offer or solicitation is against the law, or to anyone for whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so.