Portfolio Management —
Long-term wealth management requires an ongoing interrelationship with personal financial planning and investment portfolio management, including investments in equities, bonds, and related instruments.
Anchor Capital Management, LLC, Investment Counsel, has a philosophy and practice of crafting and maintaining investment portfolios to meet each client’s needs and goals.
Financial or investment portfolio management attempted without a comprehensive plan is likely to follow any road. Good investment management must be designed and executed professionally, based on sound data, with discipline and according to a client’s focused plan. A comprehensive financial plan sets the guidelines for investment decisions on behalf of the client, Anchor works to execute according to the plan. The difference in our approach is apparent to our many clients.
Your funds are safeguarded by utilizing independent, third-party, major broker dealers who serve as custodians. Each client deposits and withdraws cash and securities to his or her account. We manage with limited power of attorney and are not authorized to deposit or withdraw.