INVESTMENT APPROACH


Managing money requires discipline, skill and experience.   The more of these qualities an investor can access the greater their ability to succeed. That`s why Anchor/Russell Capital Advisors employs a sophisticated manager of managers approach to investing.  Through our association with the Russell Investment Company, one of the world`s best known institutional money manager research firms, we access investment professionals who are not normally available to the average investor.  As a result, we are able to offer a unique level of specialized investment diversification to our clients.  Our research shows that there are many excellent money managers from which to select, so why limit a portfolio to just one?
 
Where you invest is important, how you invest is critical.  Successful investing is the product of an intelligent, disciplined investment process.  Our "prudence through process" approach employs the same MULTI-ASSET, MULTI-STYLE, MULTI-MANAGERTM investment discipline that is used by many of industry`s largest pools of capital.  Our goal is to enhance returns and mitigate risk.

Our task is to create an optimal asset mix that will achieve the highest rate of return, for a given level of risk, or a mix of assets that, for any given return, will provide the least amount of risk.  In addition to combining assets that have a low level of correlation, we also utilize multiple investing styles to complete our active portfolio designs.  Through this approach we avoid the risk of a single manager or single asset "surprise".  Applying these strategic investment principles, Anchor/Russell builds investment programs to meet client objectives and satisfy their risk/return expectations over time.
 
Anchor/Russell Capital Advisors LLC has successfully offered our multi-dimensional investment process to high net worth individuals, endowments, pension plans and 401(k) plans for over a decade.  Our employees’ depth of experience encompasses a wide range of financial services.  We have built our practice by combining a unique investment strategy with exceptional Client Services.  We encourage you to learn more about how our investment solutions may apply to your needs.


One Post Office Square  Suite 3850
Boston,  MA 02109
Tel: (617) 338-2722   Fax: (617) 368-3768
E-mail: nramey@anchorcapital.com