RAISE™ Investment Approach
Measuring Risk vs. Reward
with a Long-Term Perspective
Our Risk-Appropriate Investment Strategy Evaluation (RAISE) process is designed to mitigate drastic downturns so investors can take advantage of the benefits of compounding. Click image for details.
The RAISE investment selection process is dependent upon rigorous research and active management to help manage risk and capture gains opportunistically. Open Architecture Portfolios also available.
ESG Sustainable Models evaluate a company’s financial standing along with Environmental, Social and Governance factors for clients interested in ethically sourced investing.
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 |
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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.
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