Vanguard Funds

Vanguard Funds

Lumia Wealth partners with Vanguard Funds to help round out our investment menus in several places. Vanguard is the fund company that is most widely known for offering low-cost, passive management (index) mutual funds. Lumia Wealth utilizes many of the bond fund offerings from Vanguard due to the best-in-class expense structures and broad market exposure within the funds.