Blue Anchor Capital Management
Blue Anchor Capital Management
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    • Home
    • About
    • Process
    • Services
    • Why Invest with Us
    • We're a Fiduciary
  • Home
  • About
  • Process
  • Services
  • Why Invest with Us
  • We're a Fiduciary

Comprehensive Wealth Management

Blue Anchor Capital Management is a fee-based registered investment advisor, headquartered in  Towson, MD. We offer investment management, financial planning, and retirement planning to both individuals and families for a simple, fully transparent fee.


3 Step Investment Process

 1. Assess Risk Tolerance. Build Trust

Initial meetings are designed to obtain a deep understanding of a client’s investment mindset (views on risk), investment approach (views on loss) and investment purpose (who/what they are investing for). During this initial stage of discovery, we focus on defining a client’s life priorities and goals.  We then have clients complete a risk assessment to determine their risk number, a quantitative way to pinpoint how much risk they want, how much risk they need to take to reach their goals, and how much risk they have in their overall portfolio. The old way of stereotyping investors risk tolerance based on their age just doesn’t work , because every investor is so different.

2. Financial Planning and Analysis

Planning is the most critical element of wealth management.  During this step, we work with you to provide a well thought out plan of action that will help you get the most out of your finances for years to come. Just as investors in a business expect the management team to have a solid written plan to demonstrate an effective business strategy, investors in a fiduciary arrangement are entitled to expect a well thought out written plan for long term financial success. Leveraging our State-of-the-Art Financial Planning Software we take you through the 7-Step Financial Planning Process designed by the CFP Board, leaving no stone unturned. 

3. Portfolio Construction and On-Going Management.

The third and final step is recommending and implementing the investment portfolio with client-appropriate risk parameters.  The process doesn’t end with portfolio implementation.  As a fiduciary, we continue to monitor your portfolio and perform the following services, always putting your financial well-being first.

  • Discretionary Asset Management
  • Manager and Strategy Selection
  • Cash Management
  • Asset Allocation
  • Portfolio Rebalancing
  • Tax-Loss Harvesting
  • Monitoring and Portfolio Maintenance
  • Consolidated Performance Reporting

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