It starts with culture

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

Why Anchor?


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


Total firm assets

- AS OF 6/30/2022 -


Assets under advisement*

- AS OF 6/30/2022 -


Assets under management*

- AS OF 6/30/2022 -

Founded in


Proudly Located In Boston


Average years of investment experience


*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


Anchor's Founding

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


Global Diversification

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


Mid-cap Pioneer

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


Anchor Acquisition

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


Dividend Income Value Strategy

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


Anchor Reacquires Independence

Anchor reacquires majority ownership interest in a management buy-out from Boston Private Financial Holdings. Lincoln Peak Capital holds a passive minority stake in the firm.