Home Our Team About Us Our Investment Philosophy Whealthcare Planning BLOG Charles Schwab & Co. 443.603.0201 invest@anchorcap.net CHARLES SCHWAB & CO. GET IN TOUCH WEBSITE NAVIGATION HOME OUR TEAM MISSION AND VALUES ABOUT US OUR INVESTMENT PHILOSOPHY WHEALTHCARE PLANNING FINANCIAL CARETAKING PLAN WHEALTHCARE RISK PROFILE BLOG CHARLES SCHWAB & CO. PRODUCTS & SERVICES Rebalancing Regular portfolio rebalancing is critical to long term successful investing. Through rebalancing we are able to create a buy low and sell high strategy in our clients portfolio. ASSET ALLOCATION Asset Allocation is a disciplined investment approach firmly grounded in academic research used to capture additional market returns while managing your risk. Low Fund Management Expense Expenses can significantly effect the growth of your investments. While many mutual funds charge 1% or more, at Anchor our average equity fund expense is less than .25%. Investment Coaching Investment coaching is unique. The process involves effective and regular two-way communication. Education must be a continuous part of remaining in control of your portfolio. FREE GUIDE TO HOW THE SMART MONEY INVESTS OUR TEAM Peter Schanck President & Investment Coach 410.530.­8880 PSchanck@anchorcap.net Kevin C. Wrenn, CFP® Certified Financial Planner™ professional 410.507.­6556 kwrenn@anchorcap.net Charles Schwab & Co. THE ANCHOR CAPITAL MISSION: FINANCIAL FRIENDSHIP About Anchor Capital Management Through reliable, thoughtful relationships, we prepare our clients to make successful financial decisions that will help them navigate a lifetime of transitions. We treat our clients as we would like to be treated - as friends. While other financial services companies say they want "relationships" with their clients, we think that "friendship" best describes our role. To speak with a representative, call 443.603.0201 now. Form CRS About Us At Anchor Capital Management we combine over 50 years of experience in the financial services industry with investment portfolios grounded in academic research. If you would like information on how our approach can benefit your retirement savings please contact us. Contact 1910 Towne Centre Blvd STE 250 Annapolis, MD 21401 Email invest@anchorcap.net Phone 443.603.0201 Contact Form Your name Your email address Subject Message This is not an offer of sale of securities. All investing involves risk, and past returns do not guarantee future results. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory services by Anchor Capital in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website does not constitute financial or investment advice of any sort. © 2021 Anchor Capital Management All rights reserved.