Anglia Advisors

Anglia Advisors provides financial planning and discretionary portfolio management primarily for individual clients, with a stated focus on younger professionals, recently divorced or prematurely widowed individuals, and foreign nationals living in the U.S. Services described in the brochure include per‑hour financial planning, single-session consultations, professional portfolio management using low‑cost funds, estate‑planning guidance via a third‑party online provider, and periodic educational workshops for employers or other sponsors.

The firm’s investment approach emphasizes diversification and risk management consistent with Modern Portfolio Theory, generally using a core‑and‑satellite, buy‑and‑hold framework with periodic rebalancing and an emphasis on low‑cost index and factor‑based ETFs; it also offers socially responsible options and accommodates client constraints such as excluding certain securities. Portfolio management is provided on a discretionary basis, the firm disclaims use of market timing and generally avoids leveraged or inverse ETFs while considering tax efficiency and client‑specific objectives.

What distinguishes the firm from many peers is its combination of flexible, lower‑commitment planning formats (hourly work and standalone sessions), explicit foreign‑national consultations delivered via video conferencing, and the use of an online estate‑document service with ongoing update capability. The brochure also discloses a formal relationship with a larger advisory platform and participation in an advisor referral/network program that involves custody and sub‑advisory arrangements, which the firm says creates referral and platform‑service considerations it reviews when recommending custodians or sub‑advisers.