ANGLIA BLACK – OUR PREMIUM INVESTMENT MANAGEMENT SERVICE 


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ANGLIA BLACK IS A BRAND NEW INVESTMENT SERVICE OFFERED BY ANGLIA ADVISORS. NOW YOU CAN GET DETAILED PERFORMANCE REPORTING ON ALL YOUR INVESTMENTS WHETHER MANAGED BY US OR NOT ON YOUR OWN CENTRAL FINANCIAL HUB AT ANY TIME. 

YOU CAN MONITOR YOUR “BIG NUMBER” IN REAL TIME AS WELL AS DELIVERY OF CUSTOMIZED PREMIUM CONTENT, INSIGHTS, ANALYSIS AND WEALTH ALERTS. SET UP AND MONITOR GOALS, VIEW ALL TRANSACTIONS IN ALL YOUR ACCOUNTS (INCLUDING WORKPLACE RETIREMENT PLANS) AND MUCH MORE. 

STAY ON TOP OF HOW YOU ARE DOING. GET REGULAR FULL PERSONALIZED PERFORMANCE ANALYSIS REPORTS ON ALL YOUR INVESTMENTS FROM ANGLIA ADVISORS.

Anglia Advisors offers portfolio management to its clients with some of the most powerful features available today. Now you can take investment management to the next level with Anglia Black, our premium investment service.

While the Anglia Black service is available to anyone with no minimum investment level, it is priced to be particularly compelling at investment levels of $750,000 and above (see our pricing here). 

When you sign up for Anglia Black you get:

– Your “big number”, the total value of all your investments, updated in real time and accessible on a desktop or mobile device.

– The ability to set and separately monitor specific financial goals.

– Quarterly reports delivered to you analyzing the overall performance of all of your investments, whether they are held at Anglia Advisors or held elsewhere, on a big picture basis, by goal and by account. 

– Performance breakdowns of all your investment accounts available for you to view anytime, by geography, sector, account taxability, specific goals.

– “Wealth Alerts” sent to you whenever something important is happening to your specific investments.

– Premium insight, information and content, curated by your personal advisor, exclusively delivered directly to your Anglia Black interface to read now or later in the archive. 

– Free unlimited capacity electronic vault.

– Enhanced, creative Max® cash management feature, allowing you to earn up to 1% more on your cash holdings than a bank savings account offers, while broadening FDIC insurance coverage.   

For those combining the Anglia Black service with Anglia’s portfolio management platform: 

– Transaction-free asset management, using low cost, diversified exchange traded funds (ETFs), providing exposure to many thousands of securities from all sectors, company sizes, geographical areas using stock/bond/commodity/real estate ETFs.

– Automated, smart, free rebalancing whenever required.

– Automated tax optimization across taxable, tax deferred and tax free accounts, using smart asset location.

– Automated, constant, free tax loss harvesting.

– Smart, tactical dividend reinvestment.

– Access to multiple strategies, including trend following, pure passive and momentum strategies using low-cost ETFs from multiple providers such as iShares, Goldman Sachs, Charles Schwab, Vanguard and Cambria Investments.

– Fractional ETF purchases, so your funds are never idle.

– No-cost easy auto-deposits at many different frequencies.

– Available integration with Digit micro-investing service.

– Access to Anglia Advisors Socially Responsible Investing service.

– Portfolios built with the assistance of and advice from a qualified CERTIFIED FINANCIAL PLANNER™ and Behavioral Finance specialist, intimately familiar with your financial goals and objectives.