Anchor's investment approach is grounded in economic theory and backed by decades of research. We regard assets we manage as more than just someone's portfolio. The money we invest represents the savings, sacrifice, and dreams of our clients. We take this responsibility seriously.
COMPONENTS OF ANCHOR'S INVESTMENT PHILOSOPHY FOR SUCCESSFUL INVESTING:
Asset Allocation is a disciplined investment approach firmly grounded in academic research to capture additional market returns while managing your risk.
Low Fund Management Expense: While many mutual funds charge 1% or higher in management expenses, at Anchor Capital our goal is to keep our fund management expenses at less than 0.25%.
*Rebalancing your portfolio on a regular basis helps establish a "buy low - sell high" discipline.
*Utilizing an Investment Coach: A study performed by Dalbar has shown that the average mutual fund equity investor has only returned 4.67% over the past 20 years. The primary reason for this poor performance is investor behavior. As an investment coach we educate our clients to make prudent, long term investment decisions.