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Your Vanguard Capital Investor Representative can introduce and explain various investment alternatives to meet your objectives. Your portfolio can be diversified among asset classes (stocks, bonds, etc.) and by investment style (growth, value, domestic, international, etc.)
To build a portfolio that best suits your stated goals, you may choose from a vast array of individual stocks, bonds, mutual funds, and annuities. Or, you may select your own Registered Investment Advisor to assist you in managing your portfolio.
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Brokerage Services
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Equity Investments |
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Asset Allocation & Management |
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Fixed Income Investments |
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Diversified Portfolios |
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Mutual Funds |
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Fee-based Management |
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Private Placements |
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Investment Partnerships |
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Risk Management Strategies |
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Consulting |
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Asset Manager Evaluation Services |
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Insurance |
Account Services
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Margin/Credit Facilities |
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Account Valuation |
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Custody Services |
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Internet Based Access |
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Tax Reporting |
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Global Research |
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Money Market with Check Writing |
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Financial News |
In addition Vanguard Capital also provides a range of services to corporate clients, many of which generate investment opportunities for private clients. Your Investor Representative can introduce these opportunities to you as appropriate.
Corporate Services
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Restricted Stock Transactions |
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Profit-sharing Plans |
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Corporate Stock Option Plans |
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Asset Manager Evaluation |
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Liquidation Strategies |
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Retirement Plans |
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Executive Deferred Compensation |
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Defined Benefit Plans |
Additional Services
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Mergers & Acquisitions |
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Structured Finance |
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Strategic Advising |
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Asset-based Lending |
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Private Equity Investing |
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Syndicate & Secondary Options |
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Derivatives
- Zero Cost Collars
- Variable Delivery Contracts |
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Capital Markets Origination & Distribution |
Some of these services may be offered through the Bank of New York or its subsidiaries.
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Vanguard Capital is not affiliated with the Vanguard Group of mutual funds.
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