Dear Clients and Friends of Anchor:
It is with great enthusiasm that we announce exciting changes occurring at Anchor Investment Management, LLC! Effective July 1, 2013, we will be merging our investment advisory practice with Ward Financial Advisors, Ltd, a local firm with a wonderful and long history of excellence in our field. The combination of our resources will provide greater depth of personnel, expanded investment research and continued dedication to quality work and customer service.
The Ward Financial team is comprised of owner and president Gerry Ward and administrative staff Jerrie Lucas, Cheryl Henderson and Sam Lumpkin. Neither of our offices has sufficient space to accommodate all of us so we will be moving later in the summer to the Laurel One Building at 3200 Devine Street; we are happy to report we will be located on the first floor (goodbye 18 steps!). We will operate as a joined force as Anchor Investment Management, LLC.
There will be no material changes in the day-to-day management of your portfolio or the people with whom you work. As time progresses, we look forward to you meeting the new members of the team and we are confident that you will benefit from and enjoy the expertise and expanded support they will provide.
If you have any questions regarding the pending changes, please contact us. Thank you for the privilege of working with you in pursuit of your financial goals.
W. Patrick Dorn, Jr.
John H. Moorman, Jr.
Gary G. Dannelly
Margaret Ellen Pender