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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.

We Know the Ropes

Anchor’s rigorous process is designed to lower volatility while seeking long-term growth.

Institutions

Helping institutions keep their promises since 1983

Anchor’s Institutional Accounts division has more than 30 years of experience working with institutional programs. We offer eight distinct value-focused strategies that are designed to play specific roles in a total portfolio solution.

Our watchword is “no surprises.” This applies first to the lower relative volatility and downside protection that are the expected outcomes of our disciplined process. We also strive for full transparency: Clients can fully access information about their assets—in regular quarterly meetings and on an as-needed basis.

Your mission, first and foremost

Core Principles

Philosophy

We believe history shows that disciplined value investing outperforms over time with relatively low risk.

Process

Our deep focus on individual securities is designed for downside protection and relatively low correlation to peers.

Performance

Anchor strategies play a defined role: seeking to mitigate bear-market losses and achieve competitive growth over a full cycle.

People

Our teams are stable. We hire talented investors who are dedicated to your success.

We understand our role.
You know what to expect.

Contact Us

Institutional strategies

All-Cap Value

Brings Anchor’s value discipline to the broad equity market

Mid-Cap Value

Finds opportunities in emerging niches of the economy

Smid-Cap Value

Focus on undervalued companies that pay dividends

Small-Cap Value

Focus on undervalued companies that pay dividends

Balanced

An asset-allocated portfolio that can serve as the core of a global solution

Select Dividend

Provides current income from equity dividends while seeking superior total returns

Focused Value

Anchor’s highest return-seeking strategy has a concentrated portfolio and a multi-dimensional approach to value

REIT

Real Estate Investment Trusts are a proven strategy for reducing volatility and increasing current income

For information on this strategy please contact your Client Service Representative at 617-338-3800

“We listen carefully to learn each client’s mission, policies, preferences, and goals. We also explain our process in great detail and follow up with fully transparent reports on progress.”

John Boles
Director of Institutional Marketing

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