Advice
Delivering powerful advice
We believe advice should be tailored to investors’ needs, put their interests first, and be offered at a reasonable and transparent all-in fee. We meet those standards in all the advice services we offer.
Advice tailored to investors’ needs
Vanguard Personal Advisor Services®
Vanguard Personal Advisor Services® offers individual investors ongoing collaboration with our Certified Financial Planner™ (CFP®) professionals. Our advisors work closely with their clients to create personalized plans and help them stick with those plans over the long term. Estate and tax planning, personal trust services, and other wealth management services are available for ultra-high-net-worth investors.
Vanguard Digital Advisor®
Vanguard Digital Advisor® offers individual investors professional, automated money management. Our robo-advisor is powered by our proven investment methodology and invests client assets in our well-diversified exchange-traded funds. It keeps portfolios balanced and in line with clients’ time horizons and tolerance for risk.
Vanguard Participant Advice Services
Vanguard Participant Advice Services benefits workers who invest through employer-sponsored retirement plans. Our participant experience is customized to seamlessly focus participants on their next best action toward retirement readiness.
Vanguard Institutional Investor Services
Vanguard Institutional Investor Services partners with the sponsors of defined contribution retirement plans to evaluate investment offerings and deliver custom investment solutions.
Vanguard Institutional Advisory Services
Vanguard Institutional Advisory Services, Vanguard's outsourced chief investment officer (OCIO) service, helps nonprofit organizations and pension plans invest assets and navigate shifts in the regulatory and legal environment.
Help You Invest
Help You Invest, a joint venture between Vanguard and Ant Group Company, provides customized advice for investors in China. The service requires a low minimum investment and is delivered through the Alipay app, a comprehensive wealth management platform operated by Ant Financial.
Notes:
Vanguard ETF Shares are not redeemable with the issuing Fund other than in very large aggregations worth millions of dollars. Instead, investors must buy and sell Vanguard ETF Shares in the secondary market and hold those shares in a brokerage account. In doing so, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling.
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.
Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.
