WHO WE SERVE


Go beyond asset allocation and find more flexible, risk-managed investment solutions.

Investment Advisors



Solutions for Advisors

Financial Institutions



Solutions for Institutions

Independent Trustees



Solutions for Trustees

Clients Want More.


In today’s competitive market it takes more than simple diversification to meet the investment needs of demanding clients. Clients expect more. Anchor Capital works with forward thinking investment advisors to improve risk-adjusted investment results and enhance client relationships.

Whether it is by investing in Anchor Capital mutual funds or SMAs, we help professional investment advisors access proven, liquid long-short strategies that can help smooth portfolio volatility and enhance returns. Our alternative investment strategies can serve as stand alone portfolios or as asset class diversification in a broadly diversified portfolio.

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Real Diversification


Since 2006 Anchor Capital has specialized in liquid, transparent, unique alternative strategies for institutions, family offices and hedge fund of funds. Our Alternative Strategies are available to institutions through Dedicated Anchor Mutual Funds, Separately Managed Accounts and Model Portfolio Consulting.

Anchor Risk-Managed investment strategies can serve as stand alone investment offerings or as asset class diversification in a broadly diversified portfolio.

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We Understand the Complex Nature of Trust Management.

Boilerplate asset allocation models are not enough for today’s complex trust accounts. We work with Trustees to craft risk managed investment portfolios tailored to specific trust mandates.

Anchor Capital helps professional investment advisors access to proven, liquid long-short strategies that can help smooth portfolio volatility and enhance returns. Our alternative investment strategies can serve as stand alone portfolios or as asset class diversification in a broadly diversified portfolio.

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You Deserve More.

You are unique. We work with individuals and families to understand what matters most. We oversee your wealth and provide peace of mind that goes well beyond traditional diversification.

Since our founding in 1996 Anchor Capital has been helping families pursue their goals and manage risk with a dedicated team of experts.

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Let's talk about
what's next for you


Talk with us to learn how we can help you navigate what's next for markets in your portfolio.