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The Vanguard Group, Inc.

Unclaimed
Asset Managementwww.vanguard.comUpdated

Vanguard is an investor-focused financial services firm that provides low-cost investments, retirement tools, and guidance to everyday investors.

Overview

Vanguard is an investor-focused financial services company that provides low-cost, high-quality investments, savings strategies, retirement tools, and market insights to everyday investors, plan sponsors, and financial professionals. Because Vanguard does not have public shareholders, it emphasizes steady, long-term performance over quarterly results. The company combines time-tested investment principles with guidance and educational resources to help people build a secure financial future. Its portfolio of tools and research supports investors with retirement planning, education, and ongoing market context.

Mission statement

From day one, we set out to think beyond profits and do right by everyday investors.

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What we offer

My Plan Manager

Streamline retirement account management and planning with ease.

myplanmanager.vanguard.com →

Vanguard Charitable

Empower your philanthropic journey with resources and services for charitable giving.

vanguardcharitable.org →

Market segments

Retirement planning portals

Customer-facing portals that integrate multiple retirement accounts, provide personalized retirement projections, and enable self-service plan management and planning activities.

Products: My Plan Manager

Defined contribution participant engagement

Capabilities for plan sponsors and recordkeepers to consolidate participant accounts, deliver targeted guidance, and increase participation through a user-friendly account management experience.

Products: My Plan Manager

Donor-advised fund platforms

Services that allow donors to create and manage donor-advised funds, recommend grants, and facilitate tax-advantaged charitable giving and grant distribution.

Products: Vanguard Charitable

Philanthropic advisory and donor education

Resources and advisory capabilities that educate donors on tax-efficient giving strategies, provide philanthropic guidance, and offer curated content to support effective charitable decisions.

Products: Vanguard Charitable

More information about our offering

My Plan Manager

An online retirement planning platform that enables users to log in and manage retirement accounts and planning activities. It integrates multiple retirement accounts and provides a user-friendly interface.

  • Navigate With Ease
    Designed for straightforward navigation, making it easier for users to manage their planning activities efficiently.
  • Manage Your Retirement Accounts
    Access all retirement accounts in one place and manage them effectively, ensuring a comprehensive view of your financial future.
  • Consolidate Multiple Accounts
    Facilitates the integration of various retirement accounts, providing users with a unified dashboard for better management.

Vanguard Charitable

Vanguard Charitable provides a comprehensive philanthropic platform that empowers donors with resources and information for effective charitable giving. It includes a charitable giving blog, donor services, and opportunities for tax-efficient giving.

  • Facilitate Charitable Contributions
    Easily manage your donations and connect with various charitable organizations, streamlining the giving process for maximum impact.
  • Optimize Tax Benefits
    Receive guidance on how to leverage tax-efficient strategies for your charitable contributions, enhancing your giving potential.
  • Gain Insightful Content
    Stay informed with expert insights and updates through the charitable giving blog, enhancing your philanthropic knowledge.

Sources

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