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 serves individuals, trusts, closely held businesses and pension plans, offering financial planning as a value-added service and facilitating introductions to pre‑screened third‑party investment advisers. Its planning work focuses on retirement feasibility studies, cash flow analysis, estate‑planning referrals and risk‑management reviews, and insurance recommendations are offered alongside manager placement. The firm builds manager allocation plans and recommends the hiring of two to four third‑party managers, but it does not take custody or exercise investment discretion; clients sign separate advisory agreements with the selected managers. Anchor monitors manager performance, attends client‑manager meetings (up to four times per year), and emphasizes diversification across managers and instruments, including stocks, bonds, ETFs, REITs, commodities and alternative funds. Notable distinctions include an affiliation with an insurance business: the firm’s principal is a licensed insurance producer and an affiliated entity sells commissionable life, disability and long‑term care products, a source of additional compensation and a disclosed conflict of interest. The firm also generally receives a fee reallowance from third‑party managers rather than directly charging clients a percentage‑of‑assets fee, reports no assets under management, and does not provide direct portfolio management for individuals — characteristics that differ from many independent peers.

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.