Anchor Financial Services, inc
Take Advantage of Financial Opportunities

Business Profile

An S.E.C. (Securities Exchange Commission) registered Investment Advisory Firm headquartered in Minneapolis, Minnesota, Anchor Financial Services, Inc. is an independent, fee-based asset management firm dedicated to providing active portfolio management to individual and institutional clients. Mark Pearson, founder and president of Anchor Financial Services, Inc., has instilled a philosophy that provides for asset allocation strategies that call for a structured approach to choosing quality investments and ongoing, active management designed to help maximize returns, minimize risk and take advantage of financial opportunities. Founded in 1994, Anchor Financial Services, Inc. has the experience and track record of a successful asset management firm. We are dedicated to sticking to our disciplines to reduce potential stresses associated with the ups and downs of the stock market. A personal, hands-on portfolio management approach ensures clients' portfolios are being monitored on an ongoing basis. These philosophies and management approach are just a couple of the many reasons Anchor Financial Services, Inc. has a strong track record of exceeding client expectations.

At Anchor Financial Services, our team strives to help clients achieve their investment objectives by maximizing income, reducing financial risks and taking advantage of financial opportunities. Our wealth management process includes:

  • A customized portfolio developed for each client.
  • The establishment of investment objectives and risk tolerance.
  • Active portfolio management, including ongoing monitoring of each portfolio and asset allocation mix and strategy.
  • Tax management of portfolios, where applicable (to minimize taxes and maximize gains).
  • Alternative investment options.
  • Portfolio management reporting to provide clients with ongoing accountability to portfolio performance.

QA3 Financial Corporation
QA3 Financial Corp. (Member FINRA/SIPC) is the operational support center and independent broker/dealer for Mark Pearson and his clients. Both financial professionals and clients have 24-hours-a-day, seven-days-a-week site access to view account statements and quarterly performance reports.