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3030 Bridgeway / Suite 240 / Sausalito, CA 94965 / (415) 218-7678
We believe in transparency. The investment services offered by Anchor Financial Strategies in alliance with Brookstone Capital Management are very competitively fee-based. All assets are held in an account set up for you with Charles Schwab Alliance. You will receive monthly statements and 24-hour access to the Schwab Alliance online portal to help you stay connected. Insurance products such as Indexed Annuities are commission based (not taken from your principal investment) and are not subject to the above fee-based schedule. We believe in communication. Jim Hausherr has spent over 30 years in customer service. He believes communication is key to establishing an individualized assessment of your risk tolerance. Jim has the know-how to explain risk-appropriate investing in terms that are easy to understand. Call (415) 218-7678 to speak with him directly. |
In Alliance with
Brookstone Capital Management
Brookstone Capital Management
1745 S. Naperville Road / Suite 200 / Wheaton, IL 60189 / (630) 653-1400
Dean Zayed, LM, JJD, CFP Chief executive officer BROOKSTONE CAPITAL MANAGEMENT |
Mark Diorio, CFA Chief Investment Officer BROOKSTONE CAPITAL MANAGEMENT |
We believe in protecting your future.
Determining an effective, durable long-term investment strategy is the most crucial decision any investor can make. Diversification is obviously a key component to constructing the most appropriate portfolio mix. By teaming up with the Investment Team at Brookstone Capital Management, Anchor FS offers a wide array of risk models to fit your goals. Each model is professionally designed and monitored through Brookstone CM, providing structured oversight, due diligence, ongoing management and systematic re-balancing.
Determining an effective, durable long-term investment strategy is the most crucial decision any investor can make. Diversification is obviously a key component to constructing the most appropriate portfolio mix. By teaming up with the Investment Team at Brookstone Capital Management, Anchor FS offers a wide array of risk models to fit your goals. Each model is professionally designed and monitored through Brookstone CM, providing structured oversight, due diligence, ongoing management and systematic re-balancing.
“We take a multi-layered, tactical approach to investing designed to adapt quickly to constantly changing market moods. This strategy allows investors the flexibility to take advantage of opportunities while still maintaining a definitive, imbedded layer of risk management.”
– DEAN ZAYED, CEO Brookstone Capital Management
ServicesAsset Protection
Wealth Accumulation IRA and 401K Rollovers Annuities Long Term Care Income Planning Risk Assessment Retirement Timeline Trust Services |
ResourcesLife Expectancy Calculator
RMD Calculator FINRA Investor Tools Nasdaq Financial Glossary Social Security Administration Secure online client access 24/7 through Schwab Alliance:
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ContactAnchor Financial Strategies & Insurance Services
3030 Bridgeway Suite 240 Sausalito, CA 94965 (415) 218-7678 |
Third Party Affiliates
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The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Anchor Financial Strategies and Insurance Services are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
For a complete description of investment risks, fees and services, review the Brookstone Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Anchor Financial Strategies and Insurance Services are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
For a complete description of investment risks, fees and services, review the Brookstone Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management.
© COPYRIGHT 2024 ANCHOR FINANCIAL STRATEGIES AND INSURANCE SERVICES. ALL RIGHTS RESERVED.