Tacoma, WA Office

Anchor Financial serves mainly individual, non‑high‑net‑worth clients and reports a small, concentrated practice with roughly 37 client relationships and about $5.7 million in assets under management. The firm provides discretionary asset management focused primarily on mutual funds and exchange‑traded funds, offers referrals to a named third‑party manager, and provides retirement plan services including ERISA 3(38) investment manager engagements.

The firm tailors investment strategies to each client’s goals, time horizon and risk tolerance and uses a mix of fundamental, technical and charting analysis; managed accounts are run on a discretionary basis. When a third‑party manager is used, Anchor Financial acts as liaison, reviews the manager’s statements, delivers required disclosures to clients, and receives ongoing referral compensation from the manager.

Distinctive features disclosed in the brochure include ownership and key personnel involvement in an affiliated insurance business that focuses on Medicare products and generates commission income, and the firm’s explicit disclosure of those conflicts of interest and mitigation measures. It is also atypical for peers that this firm reports no high‑net‑worth clients, operates at a relatively small scale, and places clients with a third‑party manager under arrangements where clients cannot contract directly with that manager.