The Anchor Separate Managed Accounts (ASMA) Division performs investment management for clients, acting as a sub-advisor to the Registered Investment Advisor subsidiaries of a number of different firms, most of whom are broker dealers or banks. ASMA acts as a sub-advisor to a large number of ASMA programs. Under these programs, the client enters into a contract with the program sponsor who then determines which sub-advisors are appropriate to meet the client's specific investment objective. Anchor's ASMA Division executes all trading of client accounts through trading systems provided by the program sponsor. The program sponsor handles all client portfolio accounting, performance reporting, client relationship management, and general compliance.
If you are a financial advisor representing one of the firms listed below and would like to access investment products we offer through each Separately Managed Account Program,
If you need access to our system, please email Dan Doucette at anchorsma@anchorcapital.com for the appropriate password.
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