The Anchor Discretionary Managed Accounts (ADMA) Division manages portfolios for clients on a discretionary basis. ADMA clients are referred to the company by consultants, accountants, financial advisors, financial planners, and numerous others, including existing clients. ADMA clients enter into an Investment Management Contract directly with the company. The company reports directly to the client and performs record keeping, trading, performance tracking, and other services.
For more information, please contact Robert Croce at 617.338.3800 or via email rcroce@anchorcapital.com.
