If you would like to speak to someone
Email our Vanguard´s Portfolio Consulting team at info.mexico@vanguard.com
Contact usCreating Low-Cost, Effective And Goal-Oriented Portfolios
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.
How we can help you
"What sets Vanguard apart is our personal approach, combined with a methodology that emphasizes dynamic portfolio construction. Through cyclical markets—through all the noise we hear in the marketplace—we use a full array of asset classes to develop risk-controlled, customized strategies designed to stand the test of time."
Senior Investment Strategist for Vanguard Latin America
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.