Anchor Bay's Private Wealth Management practice specializes in meeting the complex financial challenges of individuals and families with substantial investable assets.
We specialize in providing our clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and governments.
Our distinct combination of best practices, intimate client insights and strategic thinking can make a significant difference in helping clients address issues such as:
Time has proven two things when it comes to investment portfolios: Individual investments perform differently over time, and a well diversified portfolio can help offset the risks associated with the ebb and flow of the markets.
Building a well diversified portfolio begins with asset allocation—the distribution of assets among different asset classes, such as stocks, bonds and cash equivalent instruments.
Anchor Bay investment professionals devote a great deal of time to the study and practice of asset allocation, primarily because a diversified investment plan offers many advantages to our clients, including the potential to:
As you head toward retirement, factors that may be of concern to you include:
Once you reach retirement, you'll need to:
Anchor Bay has a unique understanding of the relationship between charitable organizations and their benefactors and can help you address the complex wealth management issues involved in planned giving programs.
We offer comprehensive administrative and investment management services for planned giving, whether your interests include colleges and universities, private schools, cultural institutions or healthcare and social service.