Get help reaching your goals with portfolio management

How can you give yourself the best chance to succeed? There are some actions you can take, and some things you can just keep an eye on.

What is portfolio management?

Portfolio management is the process of creating and managing your investment account. And when you start investing, one of your first decisions is choosing what to do with your money.

If you've ever watched a movie depicting traders on Wall Street, you might have gotten the idea that investing involves a lot of chaos and activity. But it doesn't have to be that way. In fact, if you start with solid financial planning, you'll be able to spend most of your time paying attention to your daily life, not your investment portfolio.

Whether you decide to manage your investments on your own or choose to get professional advice to help with your financial goals, you need to consider your lifestyle and preferences. Finding what works for you can result in less stress and potentially greater rewards.

Check out the FAQs below to learn more about portfolio management, including how it works and how it can help you.

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Portfolio management FAQs

Get started with portfolio management

Managing your portfolio doesn't have to be stressful. If you're a hands-off investor, you can look into financial advice. But if you like having control over your account and choosing your own investments, be sure to take advantage of our resources, which can help you learn more about your options.

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Saving for retirement or college?

See guidance that can help you make a plan, solidify your strategy, and choose your investments.

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Already know what you want?

From mutual funds and ETFs to stocks and bonds, find all the investments you're looking for, all in one place.

All investing is subject to risk, including the possible loss of the money you invest.

Vanguard's advice services are provided by Vanguard Advisers, Inc. ("VAI"), a registered investment advisor, or by Vanguard National Trust Company ("VNTC"), a federally chartered, limited-purpose trust company.

The services provided to clients will vary based upon the service selected, including management, fees, eligibility, and access to an advisor. Find VAI's Form CRS and each program's advisory brochure here for an overview.

VAI and VNTC are subsidiaries of The Vanguard Group, Inc., and affiliates of Vanguard Marketing Corporation. Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses.