Advisory services

Many DB plan sponsors find it challenging to oversee plan portfolio while also managing other day-to-day responsibilities for their organizations. But partnering with a provider who understands your needs can help you better balance these competing priorities.

Partnering with your organization

Vanguard Institutional Advisory Services (VIAS) offers DB plan sponsors the considerable resources of a large investment firm like Vanguard with the customized service of a specialized boutique. When your organization partners with VIAS, you work with a team of investment professionals that has your plan and organization objectives and fiduciary responsibilities in mind.

Optimizing your portfolio to meet your short- and long-term goals

Whether your DB plan is open or frozen, underfunded or approaching full funding, or if plan termination is a possibility, VIAS will help you develop a tailored portfolio that ensures your plan investments are risk appropriate, designed to achieve and maintain full funding, and aligned with your overall strategy. It does this by:

  • Understanding your organization, your plan objectives, and your obligations.
  • Developing a dynamic investment policy statement that identifies appropriate asset allocation strategies, including funded status triggers, to change the allocation to preserve gains in DB plan funded status.
  • Based on a proven investment philosophy, constructing a portfolio glide path to full funding and implementing that strategy.
  • Selecting the best investment minds to manage your portfolio.
  • Providing ongoing oversight, consultation, and reporting.

 

Comprehensive investment and advisory services

Services chart


Notes

  • Advice services offered through Vanguard Institutional Advisory Services are provided by Vanguard Advisers, Inc., a registered investment advisor.
  • All investments are subject to risk, including the possible loss of the money you invest.
  • Diversification does not ensure a profit or protect against a loss in a declining market.

 
 

Connect with us®

 
© 1995–2014  The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, distributor.
Your use of this site signifies that you accept our terms & conditions of use.
Obtain prospectus