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Barron's is an American weekly newspaper published by Dow Jones & Company, a property of News Corp. that covers US financial information, market developments, and relevant statistics. Each issue provides a summary of the previous week's market activity as well as news reports and an informative outlook on the week to come. The Top 100 Independent Advisors as identified by Barron’s is published annually. Scoring for the publication reflects the assessment of data provided by the nation’s most productive advisors. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking ability. Barron’s states that ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. Furthermore that the scoring systems assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Anchor Capital did not provide data to Barron’s to be included in this assessment and receipt of this designation is no way indicative of any individual client or investor’s experience with the Company or of any client, investor or fund’s future performance. Anchor Capital is not affiliated with Barron’s in any way.

It starts with culture.

A passion for our clients’ success defines our culture: finding value, building and preserving wealth—every day.

Why Anchor?

Performance

We help investors to prudently build lasting value across market cycles.

Peace of mind

Our price-sensitive risk management discipline is designed to provide downside protection.

Active management

We actively seek above-average income streams and competitive returns over time.

Commitment to service

Attentive, individualized client service is a hallmark of Anchor’s business philosophy.

Company Profile

We Work With:
Individuals and Families
Managed Account Programs
Public Pension Funds
Multi-Employer Plans
Corporate Retirement Programs
Endowments and Foundations
Consultants

$9.2

Billion
Total firm assets
- AS OF 9/30/2017 -

$5.8

Billion
Assets under advisement*
- AS OF 9/30/2017 -

$3.4

Billion
Assets under management*
- AS OF 9/30/2017 -

*Value of assets is derived by including the portfolios for which we provide continuous and regular supervisory or management services as of the stated date. All securities are valued at the last sale prices as provided by pricing services.

A History of Innovation

1983

Anchor’s Founding

Anchor begins with a commitment to finding fundamental value and hiring experienced talent.

1988

First Account in the Managed Accounts Division

Anchor’s innovative sub-advisory arrangement with Dean Witter gave more investors access to specialized portfolio management.

1989

Global Diversification

A strategic relationship with Russell Investments was created to bring institutional quality, global, multi-asset-class strategies to individual investors.

1992

Mid-cap Pioneer

We were one of the early investment managers to create a dedicated strategy managing mid-cap value stocks.

2006

Anchor Acquisition

Boston Private Financial Holdings acquired a majority ownership interest in Anchor.

2011

Select Dividend Strategy

Started Select Dividend strategy to address the need for clients who are seeking equity oriented income.

2012

Focused Value Strategy

Acquired the Focused Value strategy, which focuses on a concentrated universe of deep value companies, complementing Anchor’s other value strategies.

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