An investment strategy with the objective of providing inflation-adjusted income for life. Anthony Capital is a registered investment advisor firm. We offer a comprehensive, independent approach to wealth management for individuals, trusts, estates, private foundations, and businesses. We're committed to acting in your best interest, period. We adhere to the strict fiduciary standard to provide personal, targeted, and unbiased advice.
Services
We are employed by YOU-the client. We are not paid by any broker, wire house, or investment management company. Our commitment is to offer objective, unbiased, and timely financial advice with the highest level of integrity and service. As a Registered Investment Advisory firm, Anthony Capital, LLC offers clients an objective approach to solving their investment and financial planning needs.
Accredited investors with a net worth of at least $1 million can invest in a unique Life Settlement investment with targeted double-digit returns without stock market volatility. FBIAS: Fact Based Investment Allocation Strategies are institutional type portfolios that are comprised of low cost exchange traded funds and are professionally managed.
Anthony Capital, LLC offers comprehensive, integrated financial planning and wealth management services. Our clients benefit from the combination of our mathematically-based investment management strategies and the application of time-tested financial planning principles. Blending sound money management techniques with intelligent tax, estate, and insurance planning, creates truly unique financial planning outcomes for our clients.
OUTPERFORM: The act of producing better results in a particular situation than others have done. At Anthony Capital, our motto is to profit in bull markets, protect profits in bear markets. We manage 14 unique investment portfolios that offer various degrees of investment risk and return.
From the conservative investor that is seeking stability and income, to the more aggressive investor that is looking for capital appreciation and growth, our base portfolio models and core blended models have consistently outperformed their respective benchmarks in virtually every statistical measure since the majority of the portfolios began in 2000, and have validated our core investment motto: Profit in Bull Markets, Protect Profits in Bear Markets.
From the conservative investor that is seeking stability and income, to the more aggressive investor that is looking for capital appreciation and growth, our base portfolio models and core blended models have consistently outperformed their respective benchmarks in virtually every statistical measure since the majority of the portfolios began in 2000, and have validated our core investment motto: Profit in Bull Markets, Protect Profits in Bear Markets.
From start to finish, we can take you through the financial planning process to help you achieve your financial goals. To develop a solid financial plan, it's important to cover all your bases, including examining your current situation, setting financial goals and measuring your progress.
We follow a six step financial planning process and The Income for Life Model-an investment strategy with the objective of providing an inflation-adjusted income for life.We gather all the information necessary to make prudent and educated decisions free of emotion. We will provide you with a helpful guide to help organize and prepare for your first visit.
We follow a six step financial planning process and The Income for Life Model-an investment strategy with the objective of providing an inflation-adjusted income for life.We gather all the information necessary to make prudent and educated decisions free of emotion. We will provide you with a helpful guide to help organize and prepare for your first visit.
Reviews (1)
Michael H.
May 01, 2021
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Zero Stars! if Yelp would allow me to!!!!!
This guys staff scheduled a 1 pm phone mtg with me for 1 pm on a Friday.
No one called me so i called them, not once but twice. His secretary didn't know where he was nor did she have his schedule. I would not trust this guy with my finances and I suggest you do not either. They hung up on me the second time without telling me what happened to him or my 1 pm appointment. I took off work for this financial planning interview and they ghosted me big time. A warning to the rest of you thinking about using this guy, if he ever talks to you.
This guys staff scheduled a 1 pm phone mtg with me for 1 pm on a Friday.
No one called me so i called them, not once but twice. His secretary didn't know where he was nor did she have his schedule. I would not trust this guy with my finances and I suggest you do not either. They hung up on me the second time without telling me what happened to him or my 1 pm appointment. I took off work for this financial planning interview and they ghosted me big time. A warning to the rest of you thinking about using this guy, if he ever talks to you.
