BloombergBlack

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FIRST OF ITS KIND, LONG-TERM WEALTH MANAGEMENT.
CONTROLLED BY YOU. BACKED BY BLOOMBERG.

See your
first year with
BloombergBlack

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Day
01
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YOU’RE GATHERING YOUR ACCOUNTS ALL IN ONE PLACE

Let’s face it, it’s hard to stay on top of all your investment accounts — whether it’s your 401(k)s, brokerage, trading or 529 college funds.

Now it’s Day 1 with BloombergBlack and you’re finally managing them all in one place — without having to close any accounts or change advisors. More importantly, you’re focusing on ways to meet your most important long-term investment goals.

BloombergBlack is helping you understand how your investments are working (or not working) together. Whether it’s to fund your retirement, buy a second home or start a business. And isn’t that why you’re investing in the first place?




Easily manage your investment accounts all in one place. You won’t have to move any existing accounts.

Day
05
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YOU’RE GAINING NEW PERSPECTIVES

Seeing your investments through the BloombergBlack lens may surprise you.

Suddenly, you can see where you have concentrations across your various accounts. Have several of your mutual funds bought Apple stock? BloombergBlack knows the individual stocks your mutual funds own, so you can decide if you own too much, or too little. How much of your emerging markets allocation is invested in Brazil? With the help of BloombergBlack’s investment strategists, data, news and alerts, you’re on the road to making better decisions about what to do next.

Day
10
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YOU’RE TALKING WITH YOUR TEAM

Yes, you have a team. As a BloombergBlack client you not only have access to powerful decision support services, you have a team of investment professionals focused on helping you. For the long haul.

Already have your own financial advisor? Our service works well with those too, by helping you have better, more informed conversations.



Emilio Maffucci BloombergBlack Financial Advisor
Emilio Maffucci

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Michael Gaeta BloombergBlack Financial Advisor
Michael Gaeta

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Pamela Richarson Financial Advisor BloombergBlack
Pamela Richardson

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Pamela Richarson BloombergBlack Financial Advisor
Kara Graves

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Day
15
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YOU’RE DISCOVERING MORE AND MORE,
IT’S ALL ABOUT YOU

BloombergBlack is designed to get to know you as an investor. For starters, we’ll help you think more carefully about risk. And we’ll ask you about your investing preferences. Once we know you better, we’ll search our database of thousands of funds to identify the best matches for you. Curious? Give our fund finder a try.

And if you want to have a little fun, check out our investor profiler quiz. It might just give you some insight
into your investor personality.

 






 

We help you figure out how much risk works for you

Knowing what kind of risk levels work for you is important because it directly affects your investment strategy.




We help you find the right funds for you

We scour our database of thousands of funds for the mutual funds and ETFs that best meet the preferences you set.


Day
20
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YOU’RE SETTING YOUR STRATEGY AND MAKING CHANGES

The most important decision you can make to impact your long-term investment performance involves your asset allocation. How well you allocate your investments across a broad mix of asset classes matters more than what funds you pick or the stocks that you buy.

BloombergBlack helps you set an asset allocation for each of your goals. And as things in your life change, we’ll help you make decisions on whether to adjust and reallocate.


Day
87
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WE’RE HELPING YOU THINK ABOUT RISKS AND OPPORTUNITIES

It’s unwise to put your head in the sand when it comes to your asset allocation. Especially with volatile markets, economic pressures and changing world dynamics.

BloombergBlack focuses on long-term wealth management and helps you take a more proactive approach to your investments by alerting you to specific opportunities and risks in your portfolio. If you decide to make a move, BloombergBlack also makes that easy. We call it tilting, and it’s a way you can tactically manage your asset allocation to take advantage of opportunities or to avoid risks.

 

 

 

 

 

BloombergBlack sends you insights that relate to your portfolio, so you spend less time digging through financial news and more time focusing on what matters the most.


Day
365
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YOU’RE SLEEPING BETTER

You’re more in control now that you’re monitoring your accounts all in one place and managing your investments to
meet your goals. You’re more aware of the risks and opportunities in your portfolio. You understand them better. You know when your asset allocation drifts or requires attention, and you’re talking to your team of investment professionals — whenever you need to.

You know BloombergBlack is watching your account, even when you’re not.

TODAY
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START MANAGING YOUR WEALTH WITH MORE CONFIDENCE FROM DAY ONE

 

BloombergBlack features first-class customer service, personalized decision support and targeted
investment insights that you won’t find anywhere else.

 

Limited Trials Available in 2013
Start with a 60-day free trial then pay $100 a month

 

The services of Bloomberg Wealth LLC are directed at and made available only to residents of the United States.