Anchor Capital Management, operating as Anchor Ithaca, is a registered investment advisor based in Ithaca, New York. The firm has been in business since 1983 and specializes in managing individually tailored investment portfolios for individuals, trusts, estates, and charitable organizations. Anchor Capital Management builds personalized investment plans based on each client's goals, time horizons, risk tolerance, and liquidity needs. The firm uses a combination of fundamental, technical, cyclical, and environmental, social, and governance analysis to select investments, focusing primarily on exchange-listed securities, exchange-traded funds, mutual funds, corporate debt, and structured notes. Anchor Capital Management operates independently and manages accounts on either a discretionary or non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees will not exceed 1.20% of assets under management. Certain legacy client agreements may be governed by different fee schedules.