Trusted Investment Consultants in Ponte Vedra Beach, FL
Anderson Financial Partners is 100% employee-owned and traces its origin back to 2003. Our primary focus is providing independent investment consulting services to corporate and nonprofit organizations as well as high-net-worth families and family foundations.
We are fully registered with the Securities and Exchange Commission (SEC) and the State of Florida. However, we are not affiliated with any FINRA member firm and/or broker-dealer organization. We consider our independence from both asset management and investment brokerage communities a significant competitive advantage in the service we provide.
Why Choose Anderson Financial Partners
Customized Portfolio Management Services
Anderson Financial Partners provides a customized approach to portfolio management. From the creation of a comprehensive investment policy statement to ongoing performance measurement, our company operates on a personal level with each client by providing a high level of service and attention through the use of several synergetic professionals working together. In addition, we utilize advanced technological resources to provide information in an easily understandable and custom-tailored format to help our clients meet their individualized needs, regardless of the structure of the organization in question.
Versatile and Driven Investment Consultants
Anderson Financial Partners provides consulting services to a wide variety of clients. All of these clients have particular constraints and objectives that we must address when attempting to meet their needs. Our paramount responsibility as consultants is to adapt our services to these particular needs as well as to develop a proactive approach to working within the client's framework. In other words, Anderson Financial Partners provides each client with personalized attention and timely service. We believe it is this high level of customized service that makes us a valuable asset to our clients.
Reliable Investment Evaluation and Performance Measurement
Anderson Financial Partners specializes in the evaluation and performance measurement of corporate pension plans, endowments/foundations, and high-net-worth individual accounts. Currently, Anderson Financial Partners consults to approximately 40 clients with total invested assets in excess of $1.8 billion.
Investment Consulting Firm With Personalized Services
Anderson Financial Partners is small by design. We have chosen to limit the number of clients we serve so that our partners can be intimately involved in all aspects of service to you. Rather than manage a large “back office,” we have chosen to be personally involved in every aspect of our relationships. This means that the principals of our firm actually do the analysis behind the reports we present.