
Vanguard has for years catered to its 60,000 high-net-worth customers with personalized, in-person advice, but now it has officially opened a special office at its Malvern headquarters for clients who’ve invested $1 million or more in Vanguard’s funds.
And soon more offices will open their doors in Charlotte and Phoenix, according to a Philadelphia Inquirer report by Joseph DiStefano.
“Investors in a range of stages sometimes need additional support and advice, and often with a personal touch, whether that’s a virtual or face-to-face meeting,” said spokeswoman Arianna Stefanoni Sherlock.
Typical customer service takes place over the Internet or on the phone.
Read more about Vanguard’s new offices for million-dollar clients in the Philadelphia Inquirer here, and check out previous VISTA Today coverage of the local mutual fund giant here.























































































