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 offer options for clients who seek downside protection without sacrificing growth potential.

COVID-19 Impacts, Equity/Fixed Markets and Positioning in the Anchor Balanced Portfolio

$
Trillion

Industry*

- AS OF 12/31/2019 -

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 - 3Q 2019

+
Accounts**

- AS OF 12/31/2019 -

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

Experienced

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

Compatible

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

Capable

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

Successful

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

Balanced Value

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

Mid Cap Value

Finds opportunities in emerging niches of the economy

Small-Mid Cap Value

Focus on undervalued companies that pay dividends

Small Cap Value

Focus on undervalued companies that pay dividends

Dividend Income Value

Provides current income from equity dividends while seeking superior total returns

Find a representative

Select a region on the map

Western Region

WESTERN REGION

JEFFREY L. DEANER
Vice President, West
Tel: (310) 363-1661
jdeaner@anchorcapital.com

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

Central-West Region

CENTRAL-WEST REGION

JEAN A. FIDONE-SCHROOER, CIMA®, AIF®
Vice President, Central-West
Tel: (402) 216-3693
jfidone@anchorcapital.com

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

Central Region

CENTRAL REGION

MICHAEL K. SERCHEN, CFP®, CIMC®
Director of Managed Accounts
Tel: (262) 613-0027
mserchen@anchorcapital.com

Regional Coverage: IL, IN, KY, MI, MN, OH, WI

Mid-Atlantic Region

MID-ATLANTIC REGION

JACK R. KULPA, CIMA®
Vice President, Mid-Atlantic
Tel: (609) 286-4958
jkulpa@anchorcapital.com

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

Central-South Region

CENTRAL-SOUTH REGION

PETER M. REILLY
Vice President, Central-South
Tel: (857) 315-7683
preilly@anchorcapital.com

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

Southeast Region

SOUTHEAST REGION

JOHN C. ROCHE, CFP®
Vice President, Southeast
Tel: (857) 315-8709
jroche@anchorcapital.com

Regional Coverage: FL, GA, NC, SC

Northeast Region

NORTHEAST REGION

DANIEL A. DOUCETTE, CIMA®
Vice President, Northeast
Tel: (617) 458-9546
ddoucette@anchorcapital.com

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, CFP, CIMC
Director of Managed Accounts