The Anchor Difference

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“Plans fail for lack of counsel

but with many advisers they succeed.” – Proverbs

At Anchor Investment Management, LLC, our goal is simple: to understand the needs of each client, create strategies that address their unique financial situations, and deliver the solutions that will help them reach their objectives.

At Anchor, we provide individuals, families, trusts, and corporations with a level of financial expertise and service that makes us a valued and trusted partner. We specialize in high-quality investment management services, with a focus on long-term, tax efficient results.

We Benefit When You Do

Our compensation 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.

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.

Meet Us

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Interests Aligned with Yours

Because we are not part of a brokerage firm with in-house products and services to sell, we are able to operate free of many of the conflicts of interests encountered by brokers, and to make objective decisions on behalf of our clients. Enjoy our dedicated, quality service without hidden costs.

Experience & Qualifications

The professionals at Anchor Investment Management bring proven expertise and a combined 140 years of experience in investments and related fields to every client relationship, backed by industry credentials.

Greater Independence

Anchor’s size affords all of our clients a personal advisor, who will learn about your unique situation and goals and make the best recommendations or decisions to propel you toward the future you desire. While many of our clients leave the bulk of the decisions in our hands, they never have to fight with us to have the final say over their finances, as can be the case in suitability standard-based relationships.

Accountability & Focus

We are registered with the Securities & 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. Our size and focus allow us to serve our clients with a deeper understanding of their goals and desires.

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