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Since 2000, Anchor Investment Management, LLC has been providing high net worth individuals, families, trusts and corporations with a level of financial expertise and service that has made us a valued and trusted partner. We specialize in providing high-quality investment management services, with a focus on long-term, tax efficient results. Our goal is simple: to understand the needs of each client, create strategies that address their unique financial situations, and deliver the solutions that will help them reach their objectives. As a Registered Investment Advisor (RIA), Anchor Investment Management offers a compelling value in the marketplace and provides clients with a number of important benefits:
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GREATER INDEPENDENCE - Because we are not part of a brokerage firm with in-house products and services to sell, we are able to operate free of any conflicts of interests and make objective investment decisions on behalf of our clients.
INTERESTS ALIGNED WITH YOURS - Our compensation ("fee only") is based on a percentage of assets under management, so our success is directly linked to that of our clients. We work collaboratively with accountants, attorneys, and other professionals to serve our clients fully.
ACCOUNTABILITY & FOCUS - We are registered with the Securities & Exchange Commission and regulated by the Investment Advisers Act of 1940, thus we have a fiduciary duty to act in the best interest of our clients at all times. Our size and focus allow us to serve our clients with a deeper understanding of their goals and desires.
EXPERIENCE AND QUALIFICATIONS - The professionals at Anchor Investment Management bring proven expertise and a combined 140 years of experience in investments and related financial fields to every client relationship, backed by industry credentials.
