Anchory, LLC

ANCHORY, LLC provides ongoing asset management and financial planning services to individual and high‑net‑worth clients, offering both discretionary and non‑discretionary authority in its agreements. The firm reports approximately $6.4 million in assets under management, all of which are disclosed as discretionary, and includes financial planning reviews at no additional charge.

The firm’s investment process combines fundamental, technical, cyclical and charting analysis and employs both passive vehicles (index mutual funds and ETFs) and active manager selection when appropriate; strategies may include long‑ and short‑term purchases and option writing. Client objectives and any investment restrictions are documented in client files, portfolios are reviewed quarterly, and clients receive trade confirmations and custodian statements directly.

Distinctive features include a very small client roster and a focus on higher‑net‑worth individuals rather than a broad retail client base, with no reported non‑discretionary assets. ANCHORY does not vote client proxies (clients receive and vote their own proxies), recommends particular custodians (including Charles Schwab and Altruist), and discloses the potential for custodial research or other “soft dollar” benefits.