Anchor Bay Capital, Inc.

About

At Anchor Bay Capital, we specialize in developing retirement plan solutions. We help individuals and their families formulate a plan so they can retire in comfort. We protect retirees against the risk of underperforming investments, the risk of outliving assets and the risk of inflation diminishing their purchasing power. We also work with companies to create employee sponsored retirement programs. 
 
From our headquarters in Carlsbad, California we work one-on-one with our clients to design plans customized to their needs. We begin with a conversation, getting to know you, your wants and desires. Then we bring you a disciplined, objective strategy for your investable assets.
 
As a Registered Investment Advisory Firm, and a Fiduciary, we are truly independent and don't sell investment products or earn commissions. And we are not controlled by any broker/dealer, insurance company, or financial services organization. We act solely in the best interest of our clients.
 
The core principle that drives us, is doing what's right for our clients and doing it with integrity. We are not motivated by any other factor than what is in your best interest and what is going to help you meet your goals. It's a people first approach that has served us well for decades.
 
Additionally, our firm does work with other business entities, including public, private and nonprofit organizations.

Keywords

financial planning, investment management, investment counsel, risk management, estate planning, workplace retirement plans, individual retirement plans, asset management, tax planning, trust & estates, insurance strategies, charitable investment, philanthropic investments, socially responsible investing, educational funding, registered investment advisor, wealth management, financial advising, financial services, investing

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