Managed Accounts
Fill your Sails.
Anchor offers five 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 offer options for clients who seek downside protection without sacrificing growth potential.
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 Cap Value
Focus on undervalued companies that pay dividends
Dividend Income Value
Provides current income from equity dividends while seeking superior total returns
For the latest strategy factsheet or portfolio commentary, contact your Anchor sales representative.
“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
Regional Director, Metro Central