3205 Devine Street
Columbia, SC 29205
Phone: (803) 399-9383
Prior to March of this year, could you have imagined wearing a mask and standing in line to enter the grocery store or our society without sports? Uncertainty, market volatility, and rising unemployment have become a new “normal” in recent months along with the day-to-day disruptions. In February, the Dow Jones Industrial Average hit an all-time high of 29,348 and four weeks later closed at 18,491 – a decline of 37 percent. It has been unprecedented to see the world turned upside down with very little warning!
The experienced professionals at Anchor have helped clients weather the pandemic by reviewing their financial plans and making adjustments as needed. The decades of work in the industry and the depth of knowledge of the team that allows for a comprehensive approach have proven invaluable in providing peace of mind during these stressful times.
Since Anchor’s founding in 2000, the firm has been assisting affluent individuals, families, and corporations in Columbia and throughout the Southeast in charting a course to meet their present and future financial needs and goals. Anchor’s mission is to aid clients in the building and preservation of wealth by providing the financial expertise and exemplary quality of service that has made the firm a valued partner across multiple generations of families. As an independent Registered Investment Advisor, Anchor embraces the fiduciary duty to act in the best interests of clients at all times. The firm is privately owned by tenured, dedicated employees and offers a compelling value in the marketplace.
Whether engaged strictly in investment management or fully in retirement and financial planning, all of the employees at Anchor relish the opportunity to build long-lasting relationships with the firm’s valued clients. By understanding the needs of each client, the professionals at Anchor are able to tailor plans to the comfort level of each individual and to provide consummate individual attention. This personalized approach also allows for the flexibility to leverage skill and insight into each investment decision. With respected industry credentials and many years of experience, Anchor stands ready to serve as your partner in preparing for your financial future.