Vanguard

Founded by the investment industry pioneer John Bogle, Vanguard is one of the world's largest investment management companies. Vanguard's mission is to help clients reach their financial goals by being the world's highest-value provider of investment products and services. Vanguard offers services to personal investors, institutional investors and financial advisors.

Overall, the company provides access to mutual funds, ETFs, securities and equities, financial management planning, retirement planning, college savings options, and premium services catered to high, net-valued customers.

Vanguard also offers annuity products. High level descriptions of select product categories include:

1) Mutual Funds: Diversified investments under the manage of Vanguard; categorized into Vanguard Funds and Core Funds.

2) ETFs, Securities, and Equities: Clients are allowed access to Vanguard's exchange-traded funds, thousands of stocks and bonds and cds, options, and investments on margin.

3) 401(k) Rollover: Offers services in transitioning from previous company to Vanguard's oversight. Vanguard specialists provide aid via phone.

4) IRAs: Vanguard offers both Traditional and Roth IRAs, both of which require a minimum of $3,000 in initial contributions in order to qualify under Vanguard's policies.

5) 529 College Savings Options: The company's College Savings Options include tax-deferred growth and tax-free qualified withdrawals, with many state plans providing state income tax benefits as well. Other benefits are: higher contribution limits, no income boundaries for account owners or age restrictions for beneficiaries, a range of investment options, and almost no restrictions on where the child goes to college.

6) Personal Services: Personal Services include Concierge Services for new accounts or 401(k) rollovers, Flagship Services for investors with $1 million or more in Vanguard mutual funds and ETFs and Voyager Services for investors with $50,000 to $500,000 in Vanguard mutual funds and ETFs.

Vanguard Product Reviews
Product Review of Vanguard Variable Annuity
I agree with almost everything said in the other reviews. This Vanguard...
Product Review of Vanguard Variable Annuity
The Vanguard variable annuity comes with an optional guaranteed lifetime...
Product Review of Vanguard Variable Annuity
Very few people know what an annuity is. Even fewer people know how annuities...
Product Review of Vanguard Variable Annuity
Most annuities come with something referred to as a surrender charge....
Products Offered


General Information
Websitehttp://www.vanguard.com
TypeAsset Management
Founded1975
OwnershipPrivate
CountryUSA
Contact Information
AddressPO Box 2600
Valley Forge, PA 19482
Phone877-662-7447
Fax

Information & Articles about Vanguard

What's your take on the Black Swan Fund(s) offered by Universa? Are there similar funds / ETF's offered through the plain-vanilla wire houses (Vanguard,Fidelity, Schwab)?

PS ~ BlackSwan's minimum investment of $25MM is a little steep for me -- which is why I asked about the availability of similar funds and ETFs at retail wirehouses. Vanguard doesnt have any such funds that I could find on their site or their phone rep could direct me to.

9,594 reads

Speaking at an industry conference this past week, Vanguard founder John Bogle suggested that all money managers should be subject to a federal standard of fiduciary duty.

Bogle believes that some money managers have been taking advantage of their positions at the expense of the shareholders whose interests they presumably represent.

Bogle also suggested that the mutual fund industry is leaning too heavily on past returns and, as a result, that Monte Carlo simulations should be abandoned entirely.

Last, Bogle again mentioned that he believes investors should stick to a buy and hold approach investing rather than market timing.  Many in the industry have questioned the validity of the buy and hold philosophy in light of the economic crisis.

Source: Investment News

Full Story

 

3,490 reads

Speaking at a recent industry conference, Vanguard founder John Bogle indicated that he thinks it is quite possible that it will take until 2020 for stocks to return to their 2007 highs:

“Is it possible when we get to 2020 the S&P won’t be much above 1,550? You’re darn right it is,” Bogle, 80, said in an interview at a conference in Chicago organized by research firm Morningstar Inc.

Bogle also mentioned that he expects 1 to 2 percent growth in the U.S. economy, and that stocks are more attractive than bonds at the moment.

Source: Bloomberg

Full Story 

3,256 reads

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