Building on the industry trend of increasing personalization, Vanguard has launched custom model portfolios.
The move will allow financial advisors to use Vanguard’s select existing models, including its Strategic Active/Passive and Fixed-Income portfolios, and customize based on client preferences. The models support both multi-asset and single-asset strategies and focus on public markets.
“We continue to hear feedback from advisors and their clients, and we know the playbook is changing. The expectations for personalization and the ability to include more complicated solutions within the portfolio keep rising,” said Eve Cout, head of advisor solutions, financial advisor services, at Vanguard. “Vanguard custom model portfolios…







