Advisory services

Many organizations like yours find it challenging to oversee their portfolio while also managing the day-to-day responsibilities of running their endowment, foundation, or charitable organization. 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 nonprofits 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 objectives and fiduciary responsibilities in mind. VIAS strives to:

  • Understand your organization's mission, spending needs, and unique situation and offer sophisticated, unbiased advice.
  • Develop a low-cost portfolio customized to your organization's needs.
  • Relieve your staff of many of the day-to-day burdens of investment program management.

Investing and advising

Optimizing your portfolio to meet your long-term investment objectives requires time and skill. VIAS helps you develop a tailored portfolio that ensures your investments are diversified, risk appropriate, and aligned with your overall strategy.

 

Our comprehensive advisory services include:

 
Our advisory services

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.

 
 
 

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