Fill your Sails.

Anchor offers seven disciplined value strategies for managed account investors.

Managed Accounts

Since 1988, Anchor has established a presence on some of the industry’s most respected managed account (MA) platforms. Our value strategies are good options for clients who need downside protection without sacrificing growth potential.

$2.3 trillion


- AS OF 6/30/2019 -

Today, SMAs are a trillion dollar industry. The popularity is easy to explain. Unlike mutual funds, investors can see full details of every security in the portfolio. There are no inherited capital gains, which means no surprises at tax time.

*Source: Money Management Institute & Cerulli Associates | Advisory Solutions Quarterly - 1Q 2019



- AS OF 9/30/2019 -

More than 15,000 accounts are entrusted to Anchor’s discipline and attention to detail.

**Number derived via a compilation of downloads from participating Sponsors.

Anchor knows managed accounts


Anchor's experience in the managed account industry dates back to 1988.


Our systems are easy to integrate with our sponsors’ investment infrastructure.


Anchor’s managed account team takes pride in its attentive service to both FAs in the field and their home office.


Across the U.S. 15,000+ accounts with more than $6 billion in assets are managed to Anchor value strategies.**

A full menu of protect
and grow 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

Small Cap Value

Focus on undervalued companies that pay dividends

Balanced Value

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

Small-Mid Cap Value

Focus on undervalued companies that pay dividends

Dividend Income Value

Provides current income from equity dividends while seeking superior total returns

REIT Value

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

Find a representative

Select a region on the map

Western Region
Jeffrey L. Deaner
Vice President, West
Tel: (310) 363-1661

Regional Coverage: AK, AZ, CA, HI, ID, NV, OR, WA

Central-West Region
Jean A. Fidone-Schroer, CIMA®, AIF®
Vice President, Central-West
Tel: (402) 216-3693

Regional Coverage: AR, CO, IA, KS, MO, MT, NE, NM, ND, SD, UT, WY

Central Region
Michael K. Serchen, CFP®, CIMC®
Director of Managed Accounts
Tel: (262) 613-0027

Regional Coverage: MI-UP, MN, WI

Central-East Region
Casey M. Gober, CIMA®
Vice President, Central-East
Tel: (312) 485-9142

Regional Coverage: IL, IN, MI [ex-UP], OH, KY

Southeast Region
John C. Roche, CFP®
Vice President, Southeast
Tel: (857) 315-8709

Regional Coverage: FL, GA, NC, SC

Central-South Region
Peter M. Reilly
Vice President, Central-South
Tel: (857) 315-7683

Regional Coverage: AL, LA, MS, OK, TN, TX

Mid-atlantic Region
Jack R. Kulpa, CIMA®
Vice President, Mid-Atlantic
Tel: (609) 286-4958

Regional Coverage: DC, DE, MD, NJ, NYC, PA, VA, WV

Northeast Region
Daniel A. Doucette, CIMA®
Vice President, Northeast
Tel: (617) 458-9546

Regional Coverage: CT, ME, MA, NH, NY [ex-NYC], RI, VT

“We’ve leveraged our valuation expertise to create new strategies—in response to today’s persistently low interest-rate environments.”

Michael K. Serchen
Director of Managed Accounts

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