investment management

You can’t control the wind, but you can adjust your sails to catch it.

We come alongside our clients to help navigate their financial journeys—to find peace of mind.

investment
Philosophy

It’s all in the name—we believe successful investment strategies are anchored in a disciplined approach to portfolio construction and asset allocation.

As fee-only fiduciaries, we use low cost, globally-diversified portfolios and invest client assets according to their personal goals, cash flow needs, and time horizons. These foundational principles allow us to steer clients away from common pitfalls so that their financial future isn't left to chance but is grounded in a protective anchor.

We help maintain perspective, and a long-term discipline, to help you stay committed to your customized investment strategy—navigating through both calm and stormy market seas.

Embark on this journey with us, where clear goals, strategic planning, and unwavering discipline will guide you to your destination.

Smooth sailing,

Sam

our anchor process

all aboard

It start with getting to know each other—we discuss your life goals, risk tolerance, cash flow needs, and learn about your family’s desires.
chart the course

We collaborate to develop a customized plan—considering investment options, asset allocation, and risk management.
set sail

Asset management is delegated to us—we manage your investments according to the determined course and set up financial systems for seamless engagement between you and Anchor.
anchors aweigh

A collaborative journey—ongoing investment management frees you up to focus on the most enjoyable parts of life. Regular check-ins help keep the boat pointed in the right direction.