Core Values
Integrity (Fiduciary Responsibility)
Protecting your financial interests from potential conflicts of interest.
- No Custody — An independent custodian holds our clients’ investments and creates an independent, insurmountable barrier between our firm and our clients’ portfolios.
- No Proprietary Products — Since we do not create or sell proprietary products, we are free to recommend only those that deliver the best long-term results for our clients.
Transparency
Managing your financial affairs with a transparent approach.
- No Hidden Fees — We pride ourselves on being upfront and open with our clients, so they know exactly what they are paying in fees and exactly what we are doing with their money.
- Open Investment Strategy — We engage with our clients as much or as little as they prefer. We want our clients to know what they are invested in, and be comfortable with the strategy. We hold ourselves to the standard of being able to explain any investment in terms the client can understand.
Efficiency
Serving you with a philosophy of thorough communication, consistency with whom you are working.
- Coordinating with your other professionals — Accountants, Estate Attorneys, Tax Professionals, Insurance Agents and other professionals necessary to coordinate the best service and advice for our clients.
- Long-term, stable team — We pride ourselves in the long term relationship that can only be forged with time spent together and open communication. You deserve more than being shifted from one advisor to another at the whim of the financial institution.
How We Add Value To You
Financial advice can make a big difference at every stage of life.
It is never too early or too late to start planning for your goals and objectives and protecting what you have or what you hope to attain.
Ankerstar Wealth advisers support clients through changing life stages.