We can provide unparalleled individual attention
We are not affected by the high overhead and frequent turnover found at banks and other commission-based investment firms.
We can attempt to achieve tax savings by managing capital gains and losses as individual situations dictate.
We utilize a core, high quality stock portfolio and add representation of small, emerging, international, and fixed income components to achieve an appropriate asset allocation suited to each individual account. Our goal is to maximize returns while minimizing volatility as suited to each client.
Anchor is primarily a blend asset manager, purchasing both value and growth securities. Large capitalization companies are emphasized with some small and mid-cap securities added for portfolio diversification. Sectors believed to have above average prospects for future earnings growth are emphasized rather than diversification based simply on the Standard and Poor’s 500 Stock Index. Anchor also utilizes high-quality fixed income instruments in the management of balanced portfolios.
As you may expect, a variety of investment data is used to determine asset selections. Factors analyzed include:
Additionally, Anchor reviews selected research from key analysts on specific companies and industries. Financial publications from respected providers are used to assess the credit strengths and liquidity of common stocks, preferred stocks, and bonds. Our emphasis is on investment grade companies and debt instruments.
Call us at 803-399-9383 to begin a conversation about your retirement and savings goals. It’s that simple.
Our office hours are Monday to Friday, 9:00am to 5:00pm.
For more information or questions about our products and services, please contact us by phone, email, or US mail.
Serving clients nationwide.
3200 Devine St. Suite 103
Columbia, SC 29205