David Murdock will present during a discussion on Vanguard Personalized Indexing (VPI)
MENLO PARK, CA (1 May 2023) – Bordeaux Wealth Advisors, LLC (“Bordeaux”), a boutique investment advisory and wealth management firm, is pleased to announce that its Co-Founder and Managing Partner, David K. Murdock Jr. CFP®, CLU, CIMA®, will be a featured panalist at a May 9th in-person event on Vanguard Personalized Indexing (VPI) hosted by Vanguard.
Along with fellow panelists, Mr. Murdock will share his experience and perspective using VPI.
“Vanguard’s Personalized Indexing solution allows advisors to customize portfolios for each client’s preferences, values and tax situations,” Mr. Murdock stated. “Customization is a hallmark of the Personal CFO services that Bordeaux offers. The advice, strategies and solutions we provide clients are customized for them and their families, so VPI is very relevant and a unique solution that we are effectively utilizing in client portfolios. I look forward to sharing my views on these products and services as well as learning from other peer firms.”
For more information about VPI, interested parties can visit https://advisors.vanguard.com.
About Bordeaux Wealth Advisors
Bordeaux Wealth Advisors provides custom and comprehensive financial and investment advisory services to ultra-high-net-worth clients across the U.S. The firm has offices in Silicon Valley and Seattle. For more information about Bordeaux, please visit bordeauxwealthadvisors.com.
1550 El Camino Real, Suite 100
Menlo Park, CA 94025
5110 Carillon Point
Kirkland, WA 98033