ANCHOR BAY CAPITAL, INC.

Overview

Anchor Bay Capital, Inc. is a small, SEC-registered advisory firm organized as a corporation and owner-operated. The firm serves both high-net-worth individuals and family clients as well as institutional and business clients. Its advisory mandate centers on portfolio management and financial planning, including services for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. From an investment-style perspective the firm shows a clear equity bias. Exchange-traded equities are the dominant vehicle in client portfolios, reflecting a preference for liquid, listed instruments—both ETFs and individual stocks—over private or closed-end positions. Anchor Bay does not identify as an active ESG investor. It does not operate as a capital allocator and reports a primarily discretionary management model.

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Location & Offices