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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.

Investment 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

Enhanced Equity

A “liquid alternative”that seeks income and growth from dividend-paying stocks, while hedging downside market risk

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

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

Anchor strategies can also be tailored to the specific needs of our investors.