Service features

Portfolio management services

More ways we can help.

Your boutique team will carry a lot of responsibility, including excelling at:

  •  Fiduciary support and resources.
  •  Investment policy consulting and advice.
  • Asset allocation analysis with risk modeling.
  • Cash flow and spending policy analysis and consulting.
  • Global asset manager search and valuation.
  • Fully customized portfolio construction.
  • Dedicated operational support.
  • Daily portfolio oversight, monitoring, and rebalancing.

Additional services

But there’s more.

It’s not just about portfolio management. We also provide:

  • Tailored outreach, audit, and meeting support.
  • Engagement with all stakeholders, including support for donorgifted securities.
  • Staff, committee, and board investment/fiduciary education. 
  • Nonprofit thought leadership, insights, and regional symposiums.
  • Vanguard views on all asset classes and strategies.
  • Global economic and investment research linking the financial metrics most important to your organization to your investment solution.

This is an important part of your business. And you’ll need someone at your side you can trust to help you with it. That’s us. Please reach out for more information about how we can work together.

Or simply give us a call at 888-888-7064. If you’re already a client of ours, you can contact your representative.

All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.

Advice services offered through Vanguard Institutional Advisory Services are provided by Vanguard Advisers, Inc., a registered investment advisor.