Corporate
Vanguard Wellington Fund traces its origins as Industrial and Power Securities Co. around the time when the United States economy went into its greatest ever depression in 1929. The Vanguard Wellington Fund of today was established in 1975 and has grown to become one of the top global mutual funds. The fund survived the tough period right at its inception with remarkable endurance and has been able to leverage this experience in the long run.Today Vanguard Wellington Fund operates over 143 domestic US Funds including variable annuity portfolios and 40 additional funds in international markets. It has an investor base of over 22 million, which includes both institutional and individual investors. Vanguard Wellington Fund has employee base of over 12,000 in the United States.
Services
Vanguard Wellington Funds services are spread across three broad areas.Personalized Investor Services
Personalized Investor Services These services are aimed at high net worth investors
Financial Planning and Advisory Services Such services include guidance for a specific financial issue, a more inclusive analysis and functional portfolio management
Retirement Planning Services Such services include assistance in choosing the right accounts, transferring assets, generating sufficient income or setting up a small business retirement plan
College Savings Options Includes over 500 plans
Institutional Investor Services
Sound Investment Management Such services are available in a wide range of products from active and index mutual funds to combined trustsComprehensive Advisory Services In this case the services range from asset allocation to portfolio construction, pension plans, endowments and foundations, and corporate assets
Customized Plan Consulting This service helps the investor design and refine his retirement plans
Innovative Participant Education This service helps motivate the most reluctant employees based on behavioral research
Proprietary Research Such services provide leading edge thinking on investments, market trends and retirement planning issues
Financial Advisor Services
ETFs and Mutual Funds The cost of such services are among the lowest in the industryHigh Quality Fund Managers A highly talented and experienced team of fund managers who consistently deliver long-term investment results
Investment Education Such services provide vital information that can be shared with clients
Proprietary Research These services offer insights on investment developments, market and economic trends, and the latest research on portfolio strategies and investor behavior.
Contact Details
Vanguard and client informationTel: 877 662 7447
www.vanguard.com
