Our Process

A client’s relationship with Anchor Financial Associates begins with a conversation with our experienced team to discuss and understand their unique financial situation.  Once we understand the client’s situation, we then begin to formulate a plan tailored to their needs.  Our investment process includes building the proper asset allocation model based on the client’s investment experience, risk tolerance, time frame and expected income needs.  Our process focuses on a sustainable withdrawal rate over time.  Every portfolio is subject to a thorough due-diligence process.  We identify quality long-term investments, we monitor, we replace and we rebalance each portfolio periodically.  Our driving principle for long-term investment success is following a thoughtfully designed strategy.  We have an unwavering commitment to our clients to help ensure they remain on the path in working towards a financially secure future.  No strategy assures success or protects against loss.