Your Vanguard team
When dealing with an investment provider, you need to know who you can turn to for answers about your portfolio and the broader issues that affect your organization’s decision-making.
Your relationship manager is your liaison to Vanguard and all we have to offer—including deep resources in portfolio construction and analysis, investment management, and research and fiduciary topics—saving your time and effort. Your relationship manager also conducts in-person meetings and serves your account with one goal in mind: to address your organization’s unique needs. With this kind of focus, it’s no surprise that Vanguard’s nonprofit clients are loyal, as evidenced by exemplary net promoter scores and low redemption rates.