A Tradition of Excellence
The principals at Anchor firmly believe that nothing can replace the judgment and experience of leading investment professionals who have access to the money management industry's finest and most sophisticated research resources.
Anchor's portfolio managers access information through the Anchor Research System, applying advanced computer graphics technology to the securities screening process. Their research systems seek a balance between fundamental, quantitative and qualitative disciplines as a means to create superior investment performance over the long-term. The investment decision process is based on a team approach, rather than individual opinions. Anchor believes that combining proprietary research technology with a talented team of investment managers produces the best results for their clients.
Anchor Investment Management Ltd. has differentiated itself from other investment management organizations through superior research, outstanding service, skilled professionals and global alliances.
- Individually managed portfolios using the proprietary Anchor Research System and a versatile investment approach.
- Personalized financial services with client-specific portfolio management.
- A first-class team of seasoned professionals delivering sound judgment with insight and integrity.
- Trading, research and custodial alliances with some of the world's largest investment firms, including: Bank of New York/Pershing and Schwab Advisor Services.
- Client's assets are held by an independent custodian in a segregated account.
- All Anchor managers adhere to the CFA Institute's Code of Ethics and Standards of Professional Conduct.