ANTHONY INVESTMENT MANAGEMENT, LLC

Overview

Anthony Investment Management, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on discretionary portfolio management and financial planning for individuals, families and small businesses, and also provides pension consulting services. Its client mix includes both individual & family clients and institutional relationships, and it charges a mix of percentage-of-AUM and fixed fees. Investment activity is concentrated in discretionary accounts, with a clear preference for liquidity management — the firm holds a large cash and cash-equivalents position relative to total assets. Anthony Investment Management uses third-party managers when implementing alternative strategies (notably private placements and direct real estate exposures) and pairs those allocations with more traditional vehicles such as mutual funds and annuities to build diversified client portfolios. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

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Location & Offices