CircleBlack Adds Vanguard to Growing List of Top Global Asset Managers

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One of the biggest names in investing is the sixth to join the wealth management platform model market this year

HAMILTON, New Jersey, November 9, 2021 / PRNewswire / – CircleBlack, a unified wealth management platform, has expanded its model marketplace with strategic index-based model portfolios from Vanguard, one of the world’s largest asset managers, known for its low cost funds that have become a staple of retirement accounts.

CircleBlack Logo (PRNewsfoto / CircleBlack)

Avant-garde, with roughly $ 7.2 trillion in assets under management, is the sixth asset manager to join this year and one of three on the platform to rank among the top five asset managers in the world.

Through CircleBlack Marketplace, advisors can access Vanguard ETF® strategic model portfolios, including:

  • Heart—Owned four Vanguard US and international equity and fixed income ETFs.

  • CRSP—Owned 10 Vanguard US and International Equity and Fixed Income ETFs.

  • S&P—Owned 9 Vanguard US and International Equity and Fixed Income ETFs.

  • Russel—Owned 10 Vanguard US and International Equity and Fixed Income ETFs.

They can also access model goal-based portfolios designed for tax efficiency or income, including:

  • Returned—Provide strategic exposure to high-dividend-paying stocks and quality US corporate bonds, which overlap a core of global equities and fixed income securities.

  • Tax efficient—Using high-quality, low-turnover municipal bonds, as well as global index-linked equity investments, to help investors retain more of their returns.

The new offerings further diversify CircleBlack’s Marketplace lineup, which already includes BlackRock and State Street Global Advisors, also among the top five, as well as (but not limited to) Goldman Sachs, PIMCO, Smartleaf Asset Management and WisdomTree.

Other members who have recently joined the ranks include KraneShares ETFs, which focus on investing in Chinese companies based on the idea that China is its own asset class, and Toews Asset Management, which exploits the weak decision-making capacities of investors to offset sharp declines in the market.

“Over the year, we have transformed our marketplace into the thriving centralized platform it is today, with a featured lineup of widely used asset managers who deliver profitable, diversified strategies across the board. ‘globally and fiscally sensitive’, said Alex Sauickie, President and CEO of CircleBlack.

“Our technology is designed to help advisors quickly choose models and tailor their strategies to the needs of specific clients, and extend the reach of asset managers who wish to expand the distribution of their products and investment models.

About CircleBlack

CircleBlack, Inc. provides financial advisors with technology that aggregates data, integrates other financial applications seamlessly, manages data from multiple custodians, and provides actionable insights into client portfolios, helping advisors better manage wealth clients while developing and deepening advisor-client relationships. CircleBlack provides a leading platform designed for the digital age, with a web and mobile app that can be taken anywhere and accessible anytime. CircleBlack’s solution is based on proprietary technology that helps maintain the company’s unique competitive advantages. CircleBlack believes in improving wealth management, both for the investor and the advisor. For more information on CircleBlack, visit https://www.circleblack.com.

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SOURCE CircleBlack


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