Socially Responsible Investing

Your savings and investments can help create a better world!

Anchor Bay has advice and information to help you put your dollars to work to build healthy communities, promote economic equality, and foster a clean environment.

Integrating personal values and societal concerns with investment decisions is called Socially Responsible Investing (SRI). SRI considers both the investor's financial needs and an investment’s impact on society. Anchor Bay can help you put your money to work to build a better tomorrow while earning competitive returns today.

Charitable Gifting and Planned Giving

Gifting assets to a charity for altruistic reasons can also provide attractive tax benefits

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

Contact Information: Phone toll free 888-391-1950 or call 760-602-3470 Email info@anchorbaycapital.com
5780 Fleet Street, Suite 308, Carlsbad, CA 92008

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