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 09/30/2018 -


Assets under advisement*
- AS OF 09/30/2018 -


Assets under management*
- AS OF 09/30/2018 -

*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.


First Account in the Managed Accounts Division

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


Global Diversification

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


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.


Select Dividend Strategy

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


Focused Value Strategy

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


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.

Recent Updates