Institutional Money Management

Overview

An independent Registered Investment Advisor (RIA) offers a number of services to assist a client in identifying and meeting financial objectives over a long time period, all aimed toward identification and fulfillment of wealth-related goals.

Anchor Capital Management’s approach is to work with the institution to identify long term wealth management goals and objectives with particular attention to cash flow requirements, operating and capital budgets; and to then craft an investment and financial management plan to meet those goals. Finally, the plan is implemented and closely managed over the length of the relationship.

The role of the advisor is to understand the institution’s position, maintain client focus, and to continually take steps to protect and advance those positions. The management of wealth is not a one-time event. Needs of clients change over time, environmental conditions change and the financial performance of investments are dynamic influences. Anchor's commitment to its institutional clients is to maintain constant surveillance of all of these impacting factors and will take appropriate steps to assure continued strong efforts to maintain focus on client goals.

Different from other ‘financial advisors’

As a fee-only Registered Investment Advisor (RIA), Anchor Capital Management, LLC, can be clearly distinguished from other financial organizations affiliated with banks, brokerage firms or insurance organizations. The difference is clear to our clients.

Anchor Capital Management sells no products and receives no remuneration from the sale or placement of any financially-related product. It operates on a fee-only basis and charges clearly identified fees for the services it offers.

Other organizations may be interested in placing services or products from which they derive a commission or potential profit. Anchor Capital Management works—with lawyers, tax specialists, accountants, as well as, brokerage organizations and insurance providers—to assure its clients receive the most appropriate products and services to meet their individual needs. Anchor Capital Management does not receive any remuneration from any of these activities, and is therefore able to seek impartial advice to meet client needs.

"RIA" means we are registered with the state of New York. Registration does not mean a government agency approves an advisor or reviews their qualifications.