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Anchor Capital Management, LLC

About

Anchor Capital Management, LLC, is a mid-sized client-centric firm working closely with individuals, couples, families and multi-generation families, and small institutions to plan the accumulation and management of wealth to meet long term plans and objectives.

The Anchor team works from our offices in Ithaca, New York, and we serve clients throughout the United States. Anchor operates on a fee-only basis: financial planning services are offered for a quoted price and investment management services are recognized as a percent of assets under management.

Anchor does not receive or accept any other fees from commissions, referrals or other sources. Therefore our recommendations have no outside influences on advice to our clients.

People

Anne Chernish
Anchor Capital Management, LLC, a Registered Investment Advisor (RIA) is headed by Anne C. Chernish, CFP®, Managing Member, and President. She has been serving Ithaca clients since 1989, and has more than 40 years' experience in the securities industry. Anne is a graduate of Notre Dame de Namur University in Belmont, California, and is a Certified Financial Planner™ (CFP). She served as the executive assistant to one of the pioneers in personal wealth management and financial planning and has been licensed as a broker-dealer principal by the Financial Industry Regulatory Authority (FINRA). As a holder of the CFP® designation, she actively participates in continuing education opportunities. Earlier in her career, Anne worked at major stock brokerage and financial planning firms.
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William N Chernish
Bill Chernish has earned BSME, MBA and PhD degrees and has a rich background in the private sector, the federal government, and as a college professor. As a FINRA Series 65 licensed professional, he consults with Anne in market development, planning administration and portfolio management.
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Susan Simmons
Susan Simmons has been the Administrator for Anchor Capital Management, LLC since 2003, and handles all matters related to the administration of client portfolios, as well as the day-to-day operation of our business. Susan has held managerial positions in fields which include the financial services industry, real estate, and insurance.
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Confidentially

At Anchor Capital Management all client information and communication is treated with the highest degree of confidentiality and privacy. All information is tightly guarded and is not shared with any person outside of the company, with few legal exceptions. The names of clients are never divulged to others, unless specific prior permission has been granted. Our privacy notice is available.

Professional and Regulatory Commitments

As a professional services firm, Anchor Capital Management, LLC, is overseen by the Securities Exchange Commission and annual filings are accessible through the Securities Exchange Commission. In addition, the firm and its employees are recognized by, and adhere to the ethics and standards of private oversight bodies. They include:

Anne Chernish is a Certified Financial Planner™. The CFP Board of Standards requires adherence to standards set for Certified Financial Planner™ practitioners. More information can be found at www.cfp.net

Registered Investment Advisor (RIA) . The registration identifies a professional advisory firm that offers personalized financial advice to clients. Anchor is a Registered Investment Advisor

National Association of Financial Advisors (NAPFA) is the country's leading professional association representing fee-only advisors. Anne Chernish, CFP® has met the requirements for membership and continuing education. NAPFA information is found at [NAPFA.org]

CFP®, and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Click here for a view of the Anchor Capital Management, LLC SEC ADV, Uniform Application for Investment Advisor Registration.