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.
Fill your Sails.
Anchor offers eight disciplined value strategies for managed account investors.
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.
- AS OF 03/31/2018 -
Today, SMAs are a $1 trillion 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: MMI Central, Issue 4Q 2017
- AS OF 03/31/2018 -
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
Brings Anchor’s value discipline to the broad equity market