- Truly Personal Experience
You’ll feel it in every interaction you have with us. We treat you like family because in our eyes, you are. We get to know you and what’s important to you. And we make sure that working with us is convenient for you, whether you like to visit in person, call, email or connect by video conference.
- Fee-only Advisors
We have structured our business so that our objectives and yours are the same. Our incentive is to make you money – because when you do well, we do well. In other words, we earn our money. And unlike many advisors, we have no conflict of interest, because we have no products to sell you. So what’s in your best interest is genuinely our only interest.
- The Frugal Investor Approach
Our philosophy is based on our founder’s book “The Frugal Investor”. To put it simply we believe first in taking care of the money you can’t afford to lose. Which we’re pretty sure is all of it. Then we bring you low-cost, long-term value and income-based investing. We don’t invest in mutual funds. We invest in stocks and bonds and low-cost ETF’s. And we’re unabashedly focused on low fees.
- We don’t Outsource your Investments
We personally choose the allocation that fits your personal objectives. We then choose the investments which meet those objectives and are appropriate to you, and we rebalance and adjust as needed to keep you on the path to meeting your goals. In other words, we take responsibility for managing your investments and don’t pass it along to someone you have no relationship with.
- Comprehensive Customized Financial Planning
Planning is essential when it comes to major financial decisions. We provide an action plan for how to approach financial decisions and achieve the most important milestones in your life. The planning is fully customized to your needs and updated as your life changes.
- A Secure Personal Financial Website
We offer you your very own financial website where you can see all your financial information in one place. Here you can monitor all your balances for your investment accounts, credit cards, bank accounts, mortgage and more. You can utilize financial tools to create budgets and spending reports and integrate with your investment portfolio to see performance reports. And with our mobile app, you have access to all your information 24/7.
- Your money is safe
We mange your money, but we do not have custody of your money. Your funds are safe and secure with third party custodians like Fidelity Investments, one of the largest and most trusted custodians.
- A Dedicated Team
When you come to Anchor Bay, you get a team, right here in our office to guide you and watch over your investments. We manage the money. We select investments and manage the assets. We don’t turn your money over to a third party, roboadvisor, or mutual fund. When you have questions you get to talk to the portfolio manager who is making the investment decision.
- We believe in the power of lower fees
While everyone is after better returns, we’re after something else along the way. Lower fees. Many people don’t realize the devastating effect that fees can have on their potential returns. Simply by finding low cost investments, we can dramatically affect your bottom line.
- Old-fashioned ethics
As technologically modern as we are, we also believe in the rather old-school approach of hard work, trust and integrity. We believe in exceptional service. And we make ourselves available to you whenever you want to talk.
If this sounds like the kind of company you’d like to do business with, contact us. We’ll give you a no-cost, no-obligation evaluation of your portfolio.