A Tradition of Excellence

The principals at Anchor firmly believe that nothing can replace the judgment of front-ranked investment professionals who have access to the money management industry’s finest and most sophisticated research resources. The complexity of today’s marketplace makes seasoned investment advisors essential to long-term financial performance.

Anchor’s portfolio managers access information through the Anchor Research System, applying advanced computer graphics technology to the securities screening process. Their research systems seek a balance between fundamental, quantitative and qualitative disciplines as a means to create superior investment performance over the long-term. The investment decision process is based on a team approach, rather than individual opinions. Anchor believes that combining proprietary research technology with a talented team of investment managers produces the best results for their clients.

Anchor’s dedicated investment advisors provide personalized financial advice specifically designed to maximize returns while protecting the safety of the client’s principal. Each client receives an individually managed and independently structured portfolio based on the clients’ stated investment objectives and guidelines.