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Need help with your portfolio? Here's where to turn

May 06, 2013

Whether you're looking for a bit of professional guidance now and then to help you manage your portfolio or you want to establish an ongoing partnership with a full-time financial advisor, Vanguard can give you the help you need for a better chance at investment success.

Vanguard's investment advisory services have a lot to offer:

  • Straightforward advice from professionals who receive no commissions and have only your interests in mind.
  • Low advisory fees and at-cost mutual funds* that leave more of your money in your account, working for you.
  • Disciplined strategies rooted in our common-sense approach of broad diversification, low costs, and investing for the long term.

Just the help you need, just when you need it

"Do-it-yourself" investors can call Vanguard for guidance on a broad range of financial concerns. Our investment professionals are available to listen and address your questions immediately or direct you toward options that best suit your needs.

As your relationship grows with us, you can also take advantage of complimentary consultations with a Certified Financial Planner™ professional. Our CFP® professionals can give you in-depth financial advice when you need it, as well as practical investing recommendations you can implement on your own or with our help.

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Looking to build an ongoing partnership?

If you have $500,000 or more in investable assets, you can establish an ongoing relationship with a financial advisor and be confident of receiving the management you need, the level of control you want, and the personal service you and your family deserve. Our advisors work for you, not a commission, so there's no sales pressure.

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Resources to help you invest on your own

If you prefer to manage your portfolio by yourself but you value simplicity and convenience, Vanguard's all-in-one funds offer a broadly diversified portfolio in a single fund. And our practical tools and calculators can help you make more confident investment decisions.

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*Vanguard provides its services to the Vanguard funds and ETFs at cost. Vanguard average expense ratio: 0.19%, industry average: 1.11%, as of December 31, 2012. Source: Lipper Inc. More information about Vanguard funds and ETFs, including at-cost services, is available in the fund's prospectus.

Notes: All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.

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