Professional Portfolio Management Service
Affordable high quality asset management. Available to all. No minimum.
“In late 2019, Anglia Advisors was approved to offer Dimensional Fund Advisors (DFA) investments to clients using our existing investment platform. To me, this represented a major milestone in the evolution of the firm. I have always been proud of the quality of the many investment resources made available to our clients, but with Anglia Advisors now able to offer DFA investments in managed portfolios on that very same platform that can also now offer integrated no-fee Checking and High Yield Savings accounts, I truly believe that our savings, investment and retirement planning service has now moved to a whole new level.” - Simon Brady, CFP®, founder and principal of Anglia Advisors.
While this platform is ideal for younger professionals in their 20s, 30s and early 40s in prime wealth accumulation mode, it is also the perfect investment option for fee-conscious individuals of any age or families at any generational stage with significant investable assets. We provide highly cost-effective, evidence-based, tax-conscious, understandable yet extremely compelling investment management with full fee-transparency and without any of the unnecessary and expensive injections of product complexity and commission-generating, conflicted security selection and excessive trading in search of transactional income offered by most investment advisors.
Our platform uses the latest in financial technology, an intuitive client dashboard, simple one-time deposits and withdrawals, recurring auto-deposit capability for multiple frequencies and including an award-winning mobile app. Return-enhancing and risk-control features are included for no additional charge. A variety of portfolio styles are available at all risk levels; growth-tilted, value tilted, smart beta, Socially Responsible Investing/ESG, innovation -focused internationally focused etc.
PROFESSIONAL PORTFOLIO MANAGEMENT SERVICE FEATURES
Full discretionary asset allocation, portfolio construction, asset management and rebalancing by an experienced CFP® professional investment manager
Direct discretionary management of taxable brokerage accounts, Traditional IRAs, Roth IRAs, SEP-IRAs, Inherited IRAs, trust accounts etc.
Ongoing direct access to your CERTIFIED FINANCIAL PLANNER™ portfolio manager to discuss all your managed investments, including by means of an encrypted, archived text messaging system available to send secure private messages and instructions
No minimum investment requirement, fees charged as a percentage of assets managed, with break points for larger balances
Available as an addition to any of our financial planning services or as a standalone service with no financial planning services required
Unlimited multiple different goals with associated appropriate and customized asset allocations recommended for each goal
As an approved DIMENSIONAL FUNDS ADVISORS (DFA) advisor, we are able to offer all DFA funds within our managed portfolios
Zero platform or account maintenance fees
Zero transaction fees
Zero-cost rebalancing, both at a portfolio level (for all portfolios) and sometimes at a security level
Zero-cost automated recurring contributions
Tax optimized automated sales-lot selection
Available Socially Responsible Investing (SRI)/Environmental, Social and Governance (ESG) low-cost portfolios
Available Factor-Based ("Smart Beta") portfolios
Fractional share purchases and sales to ensure easy and effective dollar-cost-averaging and less cash drag on the portfolio
Personalized proprietary Anglia Risk Score
Fully paperless electronic onboarding, performance data and document management system
Electronically-delivered tax forms that can be simply downloaded and sent to a tax preparer
Fiduciary management and best interest obligation at all times