Vanguard Portfolio Services
Creating 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.
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.
How we can help you
Analysis
Our experts can examine your portfolio for hidden biases and offer alternative options.
Download nowReadymade portfolios
Our new LifeTarget Model Portfolios aim to maximize risk-adjusted returns whilst giving investors the best chance of achieving at least their minimum return target over the long term.
Read moreHow to help yourself
Our approach
We believe in a top-down approach to portfolio construction that is driven by four essential investment principles: clear goals, a balanced portfolio, low costs and long-term discipline. Read more
Asset allocation
We align portfolios with client goals through appropriate asset allocation.
Sub-asset allocation
Our research team use sophisticated models to build in diversity and avoid concentrations.
Investment selection
We find the right low-cost building blocks to deliver the target exposure.
Why Vanguard?
1976
When our expertise in both portfolio construction and asset allocation begin.
30
Investment strategists develop and maintain portfolio strategies*.
10+
Years'experience as a model portfolio strategist*.
*Source Vanguard. Data as of October 2020