Anchor Investment Management Ltd
42 Reid Street
7th Floor
Hamilton HM 12
Bermuda

Tel: (441) 296 3515


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High Quality Income
Portfolio Brochure


Frequently Asked Questions


1. Why should I consider using an investment manager?

Hiring an investment manager allows an individual to spend time pursuing their own interests instead of researching investment options. Investment industry research continues to show that the average investor with a "part-time" approach to investing under-performs market indices and their portfolios often do not keep pace with inflation. Individuals rarely have enough time or the resources to properly manage their own portfolios. Through the constantly changing macroeconomic environment Anchor Investment Management portfolio managers use their time, experience and access to research systems to analyze security specific events, evolving trends in the market and ultimately make optimal investment decisions.

2. What is the difference between an Investment Advisor and Investment Manager?
Investment advisors are in the business of giving advice about securities and financial planning. Most advisors provide a selection of investments for the client to choose from and they are geared toward investors who like to take a more active role in their investing. An investment advisor is usually a broker-dealer and is paid a commission on the securities they buy and sell, not necessarily how well the investment performs. Investment managers take a more direct role in financial management than advisors. Investment management firms like Anchor have a team of portfolio managers that have specific functions in managing different portions of a client's portfolio. An investment manager normally has full discretion over making portfolio decisions based on the client's investment policy statement which describes the income requirement, selected asset allocation and specific investment information. Investment managers are paid based on a percentage of the value of the assets they manage for clients, and therefore have a vested interest in growing those assets.

3. What services does Anchor Investment Management provide?
Anchor Investment Management provides comprehensive wealth management services to individuals, trusts and institutions through segregated and individually-managed investment accounts.

4. What other services does Anchor Investment Management offer?
In addition to managing your portfolio of investments, Anchor Investment Management offers expertise in asset allocation and wealth management. The Anchor portfolio managers focus on understanding the unique needs and constraints of each client and then develop a portfolio designed to accomplish those objectives. For example, Anchor Investment Management offers a 25-year Life Cycle Model that allows clients to plan both the growth and the distribution phase of a portfolio when they retire.

5. How does the process begin?
The first step is to send us a request for information through our 'Contact Us' portal or by email. An Anchor representative will then reach out with an Anchor Comprehensive Client Questionnaire and schedule a meeting. The Anchor Comprehensive Client Questionnaire is our way of getting to know the specific needs, requirements and constraints of each individual client, specifically related to risk and return preferences. From information in the questionnaire Anchor will create a 25-year life cycle analysis and draft an investment policy statement which will outline the asset allocation, income requirement and other information specific to the individual portfolio.

6. How do I track my investments and know my assets are safe at Anchor?
All portfolios are held in the client's name by an independent custodial bank or broker. Anchor acts as the investment manager and has limited trading authority on the accounts. Only assigned signatories are permitted to transfer funds into or out of the account. The custodians provide online access for clients to view their accounts in real time.

7. What is the minimum investment value that Anchor will accept?
Anchor segregated portfolios usually include 50 to 60 securities for diversification. For this reason the manager requires a minimum investment of $1 million to build a segregated portfolio. For smaller accounts we recommend that investors use low-cost index funds to achieve investment goals. Anchor offers the Anchor Index Plus service for accounts between $400,000 and $1 million.

8. How does Anchor Investment Management make a trustee's job easier?
Anchor provides trust companies with a comprehensive set of tools to define, communicate and monitor the unique requirements of their trust clients. These include an electronic documentation system, a comprehensive client questionnaire, the Anchor PASS (Portfolio Allocation Scoring System), proprietary life cycle analysis, investment policy statement and online portfolio monitoring. Click here for more information.

9. What is Anchor E-News and how do I sign up?
Anchor E-News includes monthly stock and bond market commentary as well as special reports and news from the company.
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