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Anchor’s clients are offered customized segregated portfolios built around their specific risk and return requirements. The advantages of this approach include:
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Flexibility to meet each client’s needs by building portfolios tailored to specific investment risk and reward criteria. |
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Investment decisions dictated by the portfolio manager, rather than mutual fund cash flows that can handicap mutual fund performance. |
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Anchor is compensated for making the client’s assets grow and is not commission driven, as is the case of a traditional brokerage account. |
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Fees impact performance: Anchor has an efficient and cost effective fee-based approach that avoids mutual fund transaction, management and administration fees. |
Equity Strategy Learn More »
Fixed Income Strategy Learn More »
The investment process begins with a careful evaluation of each client’s unique risk and return requirements. Asset allocation is an important part of your investment decision:
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Diversification using different asset classes will impact the liquidity, volatility and total return of your portfolio. |
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Anchor managers take a global approach to enhance risk-adjusted returns. |
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History has shown that a diversified portfolio of equities added to a fixed income portfolio enhances the risk-adjusted returns relative to a fixed income only strategy. |
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Every Anchor client completes a Portfolio Allocation Scoring System (PASS) in order to determine the appropriate investment objective and asset allocation. |