OUR PHILOSOPHY

AnchorPath believes that:

  • Maximizing spendable income in retirement should be the primary focus of pre-retirement investing, a significant departure from the conventional accumulation-only mindset
  • A sustained commitment to a diversified portfolio of stocks and bonds is the best way to maximize retirement income
  • Asset diversification alone is not enough, and the pro-active use of modern risk management tools can enable investors to safely commit to stocks and bonds for the long run
  • Low investment costs are critical for long-term retirement investing success
  • Third-party guarantees can be costly, limit upside growth, and may not be dependable