Anchor Capital Management, LLC

Anchor Capital Management, LLC is a fee-only investment adviser registered with the SEC since 1983. The firm, previously operating as Anne C. Chernish, CFP sole proprietorship until 2007, is located in Ithaca, New York. Anne Christine Chernish, the Managing Member and President, is the principal owner. The firm manages discretionary assets totaling $50,395,603 as of December 31, 2024. Anchor Capital Management offers portfolio management services tailored to individual client needs, providing continuous advice based on personal circumstances, goals, risk tolerance, and liquidity needs. Financial planning services are also available, offering comprehensive evaluations and detailed financial plans to achieve clients' goals. The firm's investment strategies include fundamental analysis, mutual fund and ETF analysis, technical analysis, ESG analysis, and structured notes. Anchor Capital Management charges an annual fee based on a percentage of assets under management, not exceeding 1.20%. Financial Planning clients have a minimum net worth requirement of $500,000, which may be waived based on specific criteria. The firm does not charge performance-based fees and primarily serves individuals, trusts, estates, and charitable organizations. Clients may grant discretionary authority for investment decisions, and the firm offers proxy voting services. Anchor Capital Management does not receive compensation for client referrals and maintains custody through qualified custodians.