ANCHOR CAPITAL MANAGEMENT

We go beyond personalized service and treat every client like a friend. We want every client to be successful in reaching their goals. As FIDUCIARIES and FEE BASED ADVISORS, we regard our responsibility to our clients as a sacred trust. Our clients' best interest will always be first... Through reliable, thoughtful relationships, we prepare our clients to make successful financial decisions that will help them navigate a lifetime of transitions... Regular portfolio rebalancing is critical to long term successful investing. Through rebalancing we are able to create a buy low and sell high strategy in our clients portfolio.

Primary location: Annapolis United States