Value of Advice

Every financial professional is unique and employs different methods of interacting with his or her clients. Here are some of the benefits you'll experience when you work with Anchor Financial Services, Inc.:

Understanding your investment goals and objectives - The first step in building a successful portfolio is to develop the investment strategy based on your personal situation. We will work with you to determine what is important to you and your family or business. Once we agree on an appropriate risk level for your investments, we will then develop a customized portfolio to help you achieve your goals and objectives.

Custom Investment Policy Statement - Once we have determined your goals and objectives, we will present you with an Investment Policy Statement. If you agree with the documented strategy, we will work together to implement a portfolio that will help you accomplish your goals.

A clear point of contact - We believe in strong communication with our clients. Therefore, we will provide you with a point of contact to help you begin the process of portfolio development. Your financial advisor will work very closely with you to develop the Investment Policy Statement and answer any questions you may have about your account. Anchor Financial Services makes it easy and efficient to view your account information online 24 hours a day.