Anchory, LLC

Anchory, LLC provides discretionary and non-discretionary investment management to individuals and high-net-worth clients, managing approximately $6.43 million across 11 client accounts. The firm also incorporates financial planning into its advisory services — covering topics such as wills, estate plans, taxes, qualified plans, insurance, retirement income, Social Security and college planning — at no additional charge to clients.

The firm blends passive and active approaches, using manager selection for active exposure and index-based funds or ETFs for passive allocations, and employs multiple methods of analysis including fundamental, technical, cyclical and charting techniques. Portfolios can include fixed income, municipal bonds, ETFs and option strategies (including covered and uncovered writing), and client objectives, risk tolerance and restrictions are documented and reviewed on a regular (quarterly) basis.

What distinguishes Anchory from many peers is its very small roster and AUM combined with no stated account minimum, which can result in a highly concentrated, personalized practice model. The brochure also discloses that the firm may receive research or other economic benefits from custodians (soft-dollar benefits) and that clients receive proxy materials directly because the firm does not vote proxies.