Learn More About Our Services
Your Team of
Independent
Fiduciaries
Anchor Capital Management, LLC, Investment Counsel, founded and headed by Anne Chernish, is a mid-sized client-centric firm. We work closely with individuals, couples, families, multi-generation families, and small institutions to plan the accumulation and management of wealth to meet long-term plans and objectives. As your fiduciary, we will help navigate the waters of investing and the financial marketplace, striving to build and maintain a portfolio tailored to meet your investment needs and goals.
Portfolio Management & Financial Planning
Welcome to Anchor Capital Management – where we specialize in crafting and maintaining tailored investment portfolios to align with your unique needs and goals.
Our approach begins with understanding your long-term wealth management objectives. Through collaborative discussions, we work closely with you to identify your financial aspirations and develop a comprehensive investment and financial management plan tailored specifically to meet your objectives.
Should you choose to partner with us, Anchor Capital Management offers the option of maintaining a long-term relationship to oversee and manage your assets. We understand that effective wealth management requires an ongoing interrelationship with both personal financial planning and investment portfolio management. Our expertise spans investments in equities, fixed income, and alternative and related instruments, ensuring a holistic approach to securing your financial future.
Our Process
Getting to Know Each Other
We value the importance of a mutually transparent relationship and open line of communication, ensuring that our clients understand the planning process. We define mutual expectations, involved fees, and the need for accurate client data.
Setting Goals
Exploring and identifying personal financial goals is an important initial step in a successful financial plan. We analyze your resources, assets, liabilities, risk profile, and lifestyle to collaboratively develop a strategic plan to reach your goals.
Implementing a Plan
After the process of developing, presenting, and revising a course of action, we explore the best potential strategies for implementation. The planner will act as a coach or manager, as the client gains more and more control over their plan.
Managing Investments
A comprehensive financial plan sets the guidelines for investment decisions on behalf of the client, and Anchor works to execute according to the goals.
Monitor Goals,
Update & Revise
We monitor your investments and other financial and life choices, providing recommendations for adjustment and modification if necessary. Financial planning is an ongoing process; the plan must be revisited and revised on a periodic basis to ensure that objectives and milestones are met.
Anchor Capital
Anne Chernish
Anchor Capital Management, LLC, a Registered Investment Advisor (RIA), was founded and is led by Anne C. Chernish, Managing Member. With over three decades of experience in the securities industry, Anne has been dedicated to serving individuals, couples, and families in Ithaca since 1989.
In 2023, Anchor Capital forged a strategic partnership with GoalVest Advisory, LLC, a like-minded Registered Investment Adviser. While Anne and Anchor maintain their operational approach, GoalVest joins the fold, offering additional support and expertise. With a team of nine highly trained professionals, Anchor now stands even stronger, ensuring seamless service for you.
Sevasti Balafas, CFA, CEO, and Founder of GoalVest, boasts an impressive track record, having advised on over $4 billion in assets and assisting over 700 families. Her wealth of experience spans two decades, catering to ultra-high net worth and high net worth families, along with foundations. With credentials including a CFA designation, an MBA from Wharton, and a Certified Private Wealth Certification, Sevasti is well-equipped to align investment portfolios with your goals, risk tolerance, tax situation, and cash flow needs.
We are confident that Sevasti’s expertise arrives at the opportune moment, enriching our commitment to serving our clients and our community.