Network·Venture Capital

Vanguard Personalized Indexing Management

Unclaimed

📍 OAKLAND, CA

Venture Capitaltechnology
advisors.vanguard.com/investments/personalized-indexing

SEC CRD #801-114487

About

Vanguard Personalized Indexing - Custom Direct Indexing GLOBAL SUBSCRIBER --> Vanguard personalized indexing Personalized Indexing Offer clients the chance for more after-tax alpha and
customization—at scale. /p>\r\n }}" id="axs-text-v2-d8b119f249" class="cmp-text" x-data="text()" data-axs-last-tag="p" data-axs-first-tag="p"> Offer clients the chance for more after-tax alpha and
customization—at scale. Request a demo span class=\ eyebrow\ > nbsp; /span> /h2>\r\n h2> br>\r\n span class=\ eyebrow\ >Overview /span> /h2>\r\n h2> span style=\ font-weight: normal;\ >Help more clients reach their goals /span> /h2>\r\n p>You’re constantly looking for innovative ways to grow your business, to find fresh ideas that can improve investment outcomes for your clients and prospects. That s where a direct indexing strategy like Vanguard Personalized Indexing comes in. /p>\r\n p>We make it simple for you to build the tax-efficient, customized portfolios today’s investors expect¹—at scale and on demand. You’ll gain the extra edge you need to stay ahead in today’s rapidly-evolving world while giving your clients the personalized investing experience they deserve. /p>\r\n p>By choosing Vanguard Personalized Indexing, you’re leveraging nearly 50 years of investing expertise from one of the most trusted financial companies in the world.² /p>\r\n }}" id="axs-text-v2-e6950b6529" class="cmp-text" x-data="text()" data-axs-last-tag="p" data-axs-first-class="eyebrow" data-axs-first-tag="h2"> Overview He

Key Contact

MC

MARC CHRISTOPHER STEWART

CHIEF COMPLIANCE OFFICER

📞 (844) 317-5190

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AUM

$7.3B

Location

OAKLAND, CA

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