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Anchor Capital Management, located in Annapolis, MD, combines over 50 years of experience in the financial services industry with investment strategies grounded in academic research. The firm emphasizes a disciplined approach to asset allocation, aiming to enhance market returns while managing risk for its clients. Dedicated to fostering reliable and thoughtful relationships, Anchor Capital treats its clients as friends, promoting continuous education and effective communication. Their investment coaching process, along with regular portfolio rebalancing, is designed to create a strategy of buying low and selling high to ensure long-term investment success. Generated from the website

1 North Wealth Services is a trusted financial planning and investment management firm based in Annapolis, MD. They offer fee-only services to individuals, families, and business owners, providing straightforward guidance to help clients achieve their financial goals while protecting their family and assets. Their team of financial life coaches is dedicated to ensuring clients' financial independence, whether it's navigating through life-changing events or planning for retirement. With a focus on personalized service and strong financial expertise, 1 North Wealth Services sets itself apart by providing a comprehensive and tailored approach to wealth management.Generated from the website