Investment Management

Professional Money Management Services

Anchin Wealth Management LLC is a registered investment advisor that works with High Net Worth families and individuals strictly on an independent consulting basis. Through our specialized investment analysis we will understand your cash flow needs, determine risk tolerance and develop goals and objectives and a customized asset allocation plan. Anchin Wealth Management LLC believes that a significant part of a client's successful portfolio performance is attributed to the asset allocation process. We carefully assist and consult our clients when selecting asset classes that fit their objectives, time frame, risk tolerance and specified asset protection and return requirements. We strongly believe that our clients need to have a written investment policy statement and plan to keep them focused and informed on the agreed strategic and desired expectations.

Anchin Wealth Management LLC provides the following services:

Consulting Services

• Development and guidance of Investment Policy Statement
• Cash flow analysis
• Determine and advise proper risk tolerance
• Review and consult on asset class diversification
• Consult and guide clients to set long term expected returns (Deviations, Risk, Correlations)
• Discuss and advise on percentage of assets to be placed in each asset class (Weighting Analysis)
• Help clients choose investment managers/consultants and provide due diligence
  and background checks

Tracking and Measuring Services

• Periodic performance (Style, Risk and Cost Analysis)
• Review investment managers' performance
• Customized benchmarking
• Allocation and rebalancing asset classes review and report

Specialized Services

• Alternative asset class oversight - real estate, private equity, oil and gas, and
  precious metals
• Due diligence and tax consulting for private placement life insurance plans
• Due diligence and recommendations of Hedge Fund managers