Since 2000, Anchor Investment Management has been providing high net worth individuals & corporations with a level of financial expertise and service that has made us a valued and trusted partner. The firm specializes in providing high-quality investment management services with a focus on long-term, tax efficient results. Our goal is simple: to understand the needs of our clients, create strategies that address their unique financial situations and deliver the solutions that will help them reach their objectives. As a Registered Investment Adviser (RIA), Anchor Investment Management offers a compelling value in the marketplace and provides clients with a number of important benefits:
- Greater Independence – Because Anchor Investment Management is not part of a brokerage firm with in-house products and services to sell, we are able to operate free of any conflicts of interests and make objective investment decisions on behalf of our clients.
- Interests Aligned with Yours – Our compensation (“fee only”) is based on a percentage of assets under management, so our success is directly linked to that of our clients. We work collaboratively with accountants, attorneys and other professionals to serve our clients fully.
- Accountability and Focus – We are registered with the Securities and Exchange Commission and regulated by the Investment Advisers Act of 1940; thus we have a fiduciary duty to act in the best interest of our clients at all times. Anchor’s size and focus allow us to serve clients with a deeper understanding of each client’s goals and desires.
- Experience and Qualifications – The professionals at Anchor Investment Management bring proven expertise and a combined 140 years of experience in investments and related financial fields to every client relationship — backed by industry credentials.