A complete list of active advisors currently associated with Anchor Capital Management, LLC
Warmer can help you find a great advisor at Anchor Capital Management, LLC or one who fits your needs even better.
Anchor Capital Management, LLC (doing business as Anchor Ithaca) is a fee-only SEC-registered adviser that provides individualized portfolio management and limited consulting to individuals, trusts, estates, and charitable organizations. The firm manages both discretionary and non‑discretionary accounts and tailors investment plans to clients’ goals, time horizons, risk tolerance, and liquidity needs, overseeing roughly $61.1 million in discretionary assets for about 69 clients. The firm’s investment process emphasizes fundamental analysis—narrowing a broad universe to a watch list of roughly 100 candidates—supplemented by technical and cyclical tools for timing, ESG considerations as one criterion, and occasional use of structured notes, alternative investments, mutual funds/ETFs and margin only with client authorization. Anchor Ithaca conducts regular monitoring (including weekly pricing reviews and at least annual allocation reviews), typically custodies client assets through a major custodial platform and aggregates trades when advantageous. Notable distinctions include the firm’s sponsorship role in a pooled real‑estate vehicle formed to acquire land and develop office space (Rampart Real, LLC), and its practice of providing performance information to clients while participating in a broker “Find an Adviser” program—features not common among similarly sized supported advisers. The firm also operates without any backup or successor adviser arrangements, has discontinued standalone financial planning, and limits consulting services to clients who receive portfolio management.
To learn more about the advisors currently working at Anchor Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ithaca, NY
| 18
|
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