Client-Focused Approach and Fee Only Financial Services

At Anchor Bay our resources and attention are focused exactly where they belong.
On You.

Because we are small and efficient—not a large multi-national firm—we are in close contact with our clients. They tell us they appreciate our service as much as the guidance we provide relative to their investment strategies.

Our clients often recommend Anchor Bay to their friends and families saying they do so because we:

• Listen to them—to learn what is important in their lives so we can partner with them to turn their personal, financial and charitable goals into reality
• Look out for their financial future—providing investment options that build, protect, and sustain what they want for themselves and those they love
• Provide solutions tailored to their needs—as fee-only financial financial advisors, we do not “sell products”. Our clients get unbiased financial advice with no conflict of interest.
• Are always accessible—we spend time with our clients, providing personalized service and keeping them informed every step of the way
• Build lifelong relationships—so we can help clients enjoy every stage of their lives yet share with the generations that will follow and fund a philanthropic legacy

 

Fee Only Financial and Investment Advisors

In the world of financial advice, small print can reveal big differences.

If you read a brokerage firm's disclaimer, you will see that their interests may conflict with yours.

In contrast, the fine print from Independent Registered Investment Advisors (RIAs), explains that they have a fiduciary obligation to put your interests first. So looking out for you isn't just part of our job—it's our legal responsibility.

Anchor Bay Capital, Inc. professionals work in your best interest because we are independent advisors who work on a fee basis rather than on commissions. The result—advice that is non-product biased and individually tailored to help you achieve your financial goals.

By working with a fee-only financial advisor, you know that you are getting unbiased financial advice, with no conflict of interest.

 

Visit the U. S. Securities and Exchange Commission's Investment Advisor Search to review our form ADV

 

Anchor Bay Capital's ADV Part II Firm Brochure

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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