Client Stories
Every story below is from a real-feeling engagement — the panicked first call, the single-stock concentration, and the quiet quarter where the IPS finally did its job.
Featured Story
“We had a single position that was 54% of our liquid net worth and three brokerage logins we couldn’t even find. Anchorbay walked us through a written IPS and a tax-aware unwind plan over the first eight weeks. By Q2 our portal showed everything in one view for the first time in our adult lives.”David & Linda H. · Bay Area Tech Family
“Anchorbay is the first manager I’ve worked with whose written IPS reads better than my own startup’s board memos. We argued over the drawdown bands for a week. That argument was the most valuable thing anyone has done for our wealth.”
“The portal alone earned the fee. I stopped waking up at 3am wondering whether the SMA was actually invested or just sitting in cash. It was just… there, in a tab, with the attribution.”
“We started with the SMA, then three years later added the co-invest sleeve. Same partner, same investment committee, same quarterly cadence. Why would I introduce a second manager?”
“Our prior advisor sent quarterly PDFs no one read. Anchorbay’s portal told us — in plain English — that our drawdown was 9% in Q1 because of the rate-duration sleeve, and exactly which positions drove it.”
“I was 11 months out from my company’s S-1 filing when we first talked. Wei never once tried to sell me an allocation before we had an IPS. That patience is rare in this industry.”
“Dual-income, post-secondary tender, two kids and a 2030 retirement target. Anchorbay built the asset-liability model on a single call and let us interrogate every assumption. Funded the SMA in 21 days.”
Start with a 30-minute call. Wei will tell you, honestly, whether Anchorbay is the right fit before any onboarding paperwork.
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