Helping Navigate Your Financial Future
We’re a mid-sized client-centric firm working 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.
Anchor Capital Management, LLC, Investment Counsel, will help navigate the waters of investing and the financial marketplace. As your fiduciary, we strive to build and maintain a portfolio tailored to meet your investment needs and goals.
Call to schedule your complimentary appointment today!
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 explain expectations, involved fees, and the need for accurate client data.
Exploring and identifying personal financial goals is an important initial step in a sucessful 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 financial plan, 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 thier plan.
A comprehensive financial plan sets the guidelines for investment decisions on behalf of the client. Anchor works to execute according to the financial plan.
We help monitor investment and other choices, providing recommendations for adjustment and modification if necessary.
UPDATE & REVISE
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.
Form ADV – Anchor Capital Management, LLC (“ACM”) is registered with the Securities and Exchange Commission (SEC) as an investment adviser. Brokerage and investment advisory services and fees differ, and it is important for you to understand the differences. The SEC offers free and simple tools to research firms and financial professionals at Investor.gov/CRS which also provides information tailored to educate retail investors about financial professionals.
“I focus on multiple generations when I create a plan. This includes children and other dependants. I encourage clients to get this issue on the table at the earliest possible date.”
– Anne C. Chernish, The Efficient Planner