Portfolio management 

Professional asset management is now finally available to anybody, with no minimum investment level required, high quality, low-cost, tax-optimized professional investment management by a Wall Street-experienced, fiduciary CERTIFIED FINANCIAL PLANNER™ professional. Available as a stand-alone asset management service (with no financial planning required), as an integrated part of our Financial Plan or added as an optional service following an Hourly-Based Single Session. Every portfolio is individually asset-allocated, invested, managed and monitored according the client’s circumstances, their personalized Riskalyze Risk Number, time horizon and financial goals, based on our Core Investment Policy Statement (see here).

YOU GET: 

  • No minimum investment level required and available, if desired, as a stand-alone investment management service with no accompanying extensive broad financial planning services
  • Asset allocation, management and ongoing portfolio monitoring by a qualified, fiduciary CERTIFIED FINANCIAL PLANNER™ professional with over 25 years experience in the financial markets in London and on Wall Street (and who has all his personal investments, and those of his close family, fully placed on exactly the same platform and in the same portfolios that he will be recommending to you)
  • Asset management fees are significantly below the national averages paid by clients who don’t even have access to most of the features of this platform. Management fees are discounted even further when Professional Portfolio Management is combined with The Financial Plan
  • Portfolios that are widely diversified in terms of domestic/international/emerging markets stocks/bonds/REITs, large/mid/small cap companies, also diversified by different investment strategies.                                    
  • Most of our clients can be invested in over 10,000 different global securities
  • Exclusive use of low-cost, liquid, tax-efficient exchange traded funds - ETFs (see our Core Investment Policy Statement here), never mutual funds, annuities, individual stocks, individual bonds or complex financial instruments
  • Your personalized Riskalyze Risk Number. This is a proprietary scaled index developed by Riskalyze that reflects your very own “risk score” from 1-100, showing your unique risk fingerprint. We then match that score to your existing or prospective portfolio of investments. Most  people don’t know exactly how much risk is in their existing portfolio. We can review your current investment lineup, calculate its Risk Number and compare it to your personal Risk Number.                                    
  • Usually, we find a significant discrepancy between the amount you are willing to risk and the amount of risk you are actually taking and can suggest actions to narrow this gap
  • An unlimited amount of different goals can have accounts assigned to them, each with a widely different possible risk profile, asset allocation and tax status. Types of accounts available to be managed are Individual or Joint Taxable Brokerage Accounts, Roth IRAs, Traditional IRAs (including Rollover IRAs and Inherited IRAs), SEP IRAs, SIMPLE IRAs and Trust Accounts for goals such as retirement planning, emergency funds, home deposit funds, tax-anticipation funds, wedding funds, vacation funds, setting-money-aside-for-kids funds, pretty much any financial goal you may have
  • Easy and quick electronic on-boarding, most accounts can be opened in a matter of minutes and funded electronically through bank checking account linking or rollovers
  • Zero transaction fees on any ETFs for any deposits or withdrawals
  • Zero platform fee
  • Zero account maintenance fees
  • Fully automated and tax-optimized portfolios
  • Automated zero-cost constant, ongoing portfolio rebalancing
  • Automated zero-cost constant, ongoing tax-loss harvesting
  • Automated zero-cost asset location tax-saving strategy across accounts with different taxability profiles
  • Automated tax impact preview before any withdrawals
  • Tax-optimized “smart” dividend reinvestment
  • Fractional share purchases and sales ensure easy and effective dollar-cost-averaging and less cash drag on the portfolio. This is simply not possible with ETF-based portfolios on Charles Schwab, Vanguard, Fidelity, TD Ameritrade, E-Trade or other investment platforms which force you to buy full shares of each ETF, making maintenance of the decided-upon asset allocation by regular contributions at best, highly complex and very expensive or at worst, highly complex and virtually impossible, especially for lower balance accounts
  • Easy, convenient, zero-transaction-cost online one-time single or automatically-scheduled weekly, bi-weekly, once a month, twice a month, quarterly or annual contributions to one or multiple accounts drawn from the electronically linked bank checking account
  • Available Socially Responsible Investing (SRI)/Environmental, Social and Governance (ESG) low-cost portfolios
  • Available Factor-Based (“Smart Beta”) portfolios
  • Available Momentum/Value-Based portfolios
  • Available Income-Based portfolios
  • Available Vanguard-only portfolios
  • Available algorithmic, rules-based Tactically Managed Portfolios
  • Exclusive integration of micro-investing strategies using Digit
  • Clients are fully invested in ETFs at all times and never at risk to active management “style drift” or emotional, “gut-reaction” driven trading, which generates internal capital gains taxes and excessive internal transaction costs which are passed on to the investor
  • Available monitoring and analysis of external “held-away” accounts
  • Available charitable donation tax-optimization system
  • Algorithmic, optimized tax-lot selection for sales           
  • An electronic archive and trade report of every single transaction
  • Full electronic annual tax reporting in an easy formats for your tax preparer or for simple integration with programs like Turbo Tax, H&R Block or Tax Act
  • Clients have unlimited email, phone and text access to their CERTIFIED FINANCIAL PLANNER™ professional to discuss their Anglia-managed portfolios

Important note: As a Registered Investment Advisory firm, Anglia Advisors in not permitted   to give direct tax or legal advice, but is permitted to broadly describe the tax or legal landscape in which the client may be operating

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