A complete list of active advisors currently associated with Anchor Investment Management

Warmer can help you find a great advisor at Anchor Investment Management or one who fits your needs even better.

Anchor works with a mix of individual and institutional clients — including individuals, trusts, estates, charitable organizations and retirement plans — offering discretionary and non‑discretionary portfolio management, stand‑alone or integrated financial planning, and retirement plan advisory/ERISA consulting. The firm also provides estate planning guidance and participant education and enrollment services for plan sponsors and participants. Investment strategy emphasizes an equity‑blend approach with primary selection of individual stocks (large‑cap bias) while using ETFs and mutual funds for targeted exposure and diversification; portfolio managers may also deploy firm‑designed investment models as “sleeves” within client accounts. Accounts are managed under written investment plans, implemented on a discretionary or non‑discretionary basis, and reviewed at least quarterly or as client circumstances change. Notable differences from many peers include the firm’s use of written third‑party referral/endorsement arrangements (Promoters) and disclosure practices around those relationships, and its acceptance of borrowing/margin in separately managed accounts — with advisory fees assessed on the gross account value rather than net of margin. The firm also combines retirement‑plan fiduciary consulting and coordinated estate‑planning guidance with staff who hold broker/dealer and insurance registrations, arrangements the brochure says are disclosed to clients.

To learn more about the advisors currently working at Anchor Investment Management, 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.