Introducing Vanguard Personal Advisor Services®
Vanguard – Financial Friend
Managing finances can be stressful. Why not get help from a Vanguard advisor?
Visual: A husband, wife, and their young child sit in a kitchen. The wife, Kate, talks on her mobile phone. An image of her screen says “Vanguard Personal Advisor Services.” Kate pushes a button that says “Get started.”
Kate: We need to get on track for retirement. And start saving for college.
Visual: The young boy holds up a piggy bank.
Vanguard Advisor #1: Of course, Kate, we’ll figure this out together. First, tell me about you and your husband’s income.
Visual: A Vanguard advisor sits at her desk, on the phone with Kate.
Our advisors start by lending an ear. They learn about you, your finances, and your needs, and help you define your goals.
Visual: A split screen with the advisor and the family, showing a graphic visualization of communication between the advisor and the family.
They’ll build a personalized, flexible plan that fits your ambitions and lifestyle.
Visual: A hand holds up a mobile phone. The graph says “asset mix” and is an example chart from a financial plan.
Vanguard Advisor #1: So, Alex, Kate, how does your plan sound? Ready to sign off?
Kate and Alex: Let’s do it!
Visual: Close-up of the Vanguard advisor. Cut to Kate and her husband, Alex, giving each other a high five.
We put your plan into action using the Vanguard funds and strategies we’re known for. And manage your portfolio so you can get out and enjoy your life.
Visual: An example of a portfolio web page with an example chart that says“Investment Performance.” Another view of an example portfolio that has example charts including asset mix and goals, along with the likelihood of success percentage.
You can always check in on your progress anytime, anywhere.
Visual: A hand holding a mobile phone at a coffee shop. It shows an example view of the mobile website with a graph that says “Asset mix.”
An advisor is available to connect whenever you need to.
Visual: The family moves into their new home. They are older and the small child is now a young teenager.
Vanguard Advisor #2: Happy you’re settling into your new home. We’ll keep working together to keep you right on track.
Visual: Another Vanguard advisor sits at his desk talking to Kate and Alex over video chat.
Alex: Thank you, we’re thrilled. But I do have a few tax worries about my investments.
Vanguard Advisor #2: Not to worry, I can help you with some tax strategies regarding your investments.
Visual: Alex sits at his computer on a video conference with the advisor.
And when life brings change, we’re here by your side.
Kate: We’re going to be grandparents!
Visual: Alex and Kate are older and their son is now an adult. His wife is expecting and stands near him. They are video conferencing with their advisor.
Vanguard Advisor #2: Congratulations! There are a lot of ways you can help contribute.
Visual: The advisor talks to them on video chat.
Our advisors don’t make commissions and are fiduciaries, always acting in your best interests. They can even advise on estate planning and provide guidance on philanthropic giving.
Visual: An animation of an advisor with money and house icons swirling.
Connect with us over the phone, email, or video chat.
Visual: An animation of an advisor with email, phone, and video icons swirling.
Some clients get the whole family involved, and others chat privately when they want to plan something special.
Visual: Alex and Kate sit with their son, daughter-in-law, and new grandchild.
Alex: Can I afford to surprise the family with a trip?
Visual: Cut to Alex alone on a video conference with the advisor.
Vanguard Advisor #2: How exciting! Let’s take a look at your plan.
Visual: The advisor on a video conference with Alex.
With no outside investors, Vanguard only serves one group of people: you.
Visual: Alex, Kate, their son, daughter-in-law, and grandchild are all on a beach with palm trees and sunshine near the ocean.
Advisor, planner, coach, or financial friend. Whatever you call us, we’re here when you need us and have your best interests at heart.
Visual: The palm tree trunks turn into a “V” for Vanguard.
All investing is subject to risk, including the possible loss of the money you invest.
The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review the Form CRS and Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints.
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.
© Copyright 2020 The Vanguard Group, Inc. All rights reserved.
for important details about the service, including its asset-based service levels and fee breakpoints.