2:26 min
You’re more than just an investor—you’re an owner
Vanguard is unique in the investment-management industry. We’re owned by people like you who invest in our funds.1 And as an owner, you can trust us to answer to you and the goals you’ve set for your money. Because at Vanguard:
Whatever you have planned for your money, you can be confident we’re on your side. So reach for your goals with advice from Vanguard, where you’re more than just an investor—you’re an owner.
Discover the value of personalized advice
Everyone has their own dreams for their financial future. See how we’ll get to know you and create a plan for your unique goals.
After all, your money is personal. Shouldn’t your advice be, too?
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Discover the value of personalized advice
What's your enough? When you consider how much you'll need in the future, you may not have a dollar amount in mind. You just know you'll need enough. But what that enough looks like is unique for each investor. For Kim and Pete, enough means retiring early and enjoying time with their grandkids. For Jamie, it's traveling to all the places she's dreamed of. And for Mike and Kevin, it's paying for their son's college education.
Our advice, which is grounded in Vanguard's trusted investment philosophy and backed by our innovative technologies, can help each of these investors, and you, reach enough. We do that by helping to improve your portfolio performance and financial outcomes. But more than that, our advice works to save you time, and increases your emotional well-being by helping you achieve financial wellness.
So what does that look like? Well, we start by getting to know you, finding out where you are now and where you want to end up. Next, we recommend actions you can take to get closer to your goals. These recommendations, which are built into your personal plan, are unique to you and your situation. So depending on where you're headed, we might advise you to reduce your spending, consider opening a college savings account, change your asset mix, or delay taking Social Security benefits.
Whatever our recommendations are, their value is in the difference they can make to your life. And we illustrate that value by showing you how following our recommendations can help improve your rate of success. So you'll have a clear picture of how much better your life can be with advice. Then, all you need to do is follow the plan.
And don't worry. We'll be alongside you, providing ongoing assessment, portfolio management and encouragement. If anything changes, just let us know. We'll update your plan so it evolves as your life does, maximizing the value of our advice. Ready to discover your enough? Sign up today to experience the value of personalized advice with Vanguard.
The legal details
Whenever you invest, there’s a chance you could lose the money.
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 at vanguard.com/adviceforms for an overview.
VAI and VNTC are subsidiaries of The Vanguard Group, Inc., and affiliates of Vanguard Marketing Corporation ("VMC"). Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses.
Note: Certain advice capabilities referenced in this video aren't available now, but will be soon. Our advice services will continue to be enhanced over time.
© 2023 The Vanguard Group, Inc. All rights reserved.
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Whatever you have planned for your money—from buying a new home, to saving for retirement, to taking that dream vacation—we’re ready to help.
Whenever you invest, there's a chance you could lose the money.
1Vanguard is owned by its funds, which are owned by Vanguard’s fund shareholder clients. Our retail direct investment advisory strategies, in turn, are built on core investments in the Vanguard funds.
Advice is provided by Vanguard Advisers, Inc. (VAI), a federally registered investment advisor. Eligibility restrictions may apply. VAI cannot guarantee a profit or prevent a loss.