Individual Financial Planning & Portfolio Management
Investment philosophy for individuals
Anchor Capital's investment philosophy is your investment philosophy. Our approach ensures the portfolio of each client is analyzed and managed individually, according to the needs and wishes of that client, taking into consideration risk, limitations and overall objectives.
Anchor believes that there are combinations of carefully selected investments to meet each individual client's goals. Approaching this optimal mix is achieved by viewing three sets of conditions:
- Regular monitoring of the macro environmental conditions while identifying undervalued asset classes, industries and firms.
- Developing and maintaining a disciplined strategy for selecting and monitoring investment opportunities from the many thousands available in the global marketplace. Both commonly-used and proprietary metrics are employed to value and monitor investments given individual goals regarding risk, volatility, interest rate fluctuations, liquidity and inflation.
- Periodic communication with clients to ensure that they are comfortable with acceptance of risks and portfolio performance. The process uncovers and explains the nature of market risks, and the acceptance of market corrections. Anchor works to help clients understand that acceptance of various levels of risk are necessary in the pursuit of certain performance objectives.
Anchor Capital's principal's long experience as a seasoned investment professional provides a strong basis for working with clients and to achieve individual portfolio performance objectives.