Portfolio Construction

Following the careful approval of your IPS, we begin to construct your portfolio. We base our portfolio recommendations on your personal investment goals and objectives, and we are constantly researching for quality investments to add into client portfolios. In addition, we continuously monitor investments in your portfolio for changes in the fundamentals of their business. Utilizing the strategies and philosophies that have fueled our previous success, we constantly research investments in order to provide quality returns while reducing portfolio risk.

Privacy Policy

Securities offered through QA3 Financial Corp. Member FINRA/SIPC.
Advisory services offered through Anchor Financial Services, Inc.; An SEC Investment Advisor.
Anchor Financial Services, Inc. and QA3 are not affiliated companies.

Mark Pearson is securities licensed in the following states: CA, FL, IN, IA,
MN, NM, OK, OR, SD, WA, WI and is insurance licensed in the state of Minnesota.

Anchor Financial Services, Inc. is licensed in the state of Minnesota to
provide Advisory services.

If you are not located in the above mentioned states it is possible for
Anchor Financial Services, Inc. to become licensed in other states.

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