Founded in 1994, Anchor Capital is an independent, asset management firm dedicated to exceeding the expectations of financial professionals and their clients. Anchor serves its own private client group, as well as the clients of other financial advisory firms.

Our philosophy is based on the proven power of a long-term investment approach, the intrinsic potential of under valued companies with an emphasis on dividend producing companies, and the desire to deliver superior risk-adjusted returns.

Our approach delivers structured asset allocation strategies for choosing quality investments and active management to help maximize returns, minimize risk and take advantage of financial opportunities. We consistently adhere to our investment discipline to reduce the potential stresses associated with the normal fluctuations of the stock market.

Unlike many other money managers, Anchor Capital is grounded in common-sense, fundamental investing values (see comparison chart below).

We avoid flash-in-the-pan investing ideas or performance-based metrics that lock managers into short-term thinking. Instead, we stick to our tried-and-true investment principle of investing in solid, well-run companies that appear to provide ample return potential.

Bottom-line, we enable you to focus on what you do best: serving your clients. We provide a solid, proven investment approach that directly addresses your clients’ financial goals, maximizes client understanding, and enables you to attract additional assets.

At Anchor Capital, we identify and own quality undervalued companies (not just stocks) based on in-depth analysis and research of company fundamentals. Specifically, we seek to invest in companies within select, growing sectors with a bias towards dividend producing companies.

All Anchor Capital accounts are structured as Separately Managed Accounts, providing you with the ability to make adjustments, depending on individual client needs.

Pre-Purchase Analysis

Our investment process begins with fundamental analysis (see graphic) of potential growth sectors and companies of interest. We then apply a bottom-up approach to assess and examine the fundamentals of companies we like, to determine those with the greatest potential value.

Many of our companies owned pay a dividend – a critical component to investment return. A recent book analyzing equity returns from capital gains and dividends between 1900 and 2000 found that a market-oriented portfolio with dividends reinvested would have returned nearly 85 times the wealth of the same portfolio relying solely on capital gains.

Post-Purchase Assessment

Once we buy into a company, we continue to purchase, through dollar-cost averaging, as long as it meets our original selection criteria. Once a company meets our top-threshold price, or no longer meets its original criteria, we sell it and pursue other investment opportunities.

Overall, Anchor Capital owns between 25 to 35 high-quality companies – ideal for proper diversification without over-diversification. We do not allocate more than 5% of original capital to any one company.

We are grateful for the relationships we’ve forged with talented financial professionals nationwide, and humbled by their words of endorsement and encouragement. Read financial advisor testimonials.

The ideal client for Anchor Capital has an investment minimum of $250,000 and a willingness to potentially forego short-term returns for long-term performance opportunity.

If you’re a financial professional interested in beginning a relationship with Anchor Capital, please contact Tom Schmid at (952) 746-2003 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .