Founded in 1994, Anchor Capital is an independent, fee-based asset management firm dedicated to exceeding the expectations of our clients.

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 principles that have earned positive returns over time.

For individual investors, Anchor Capital provides a straightforward, sensible approach to money management: we seek to invest in solid, well-run companies that appear to provide ample return potential. That’s it. No bells or whistles. Simply rock-solid thinking, backed by in-depth research.

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 to your portfolio, depending on individual 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. Dividends signal the financial health of a company and can account for a significant portion of investment gains. 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 exist to serve the financial needs of our clients, and we are grateful for the trust our clients have placed in us. Read our client testimonials.

An initial investment with Anchor Capital begins at $250,000, and requires a willingness to potentially forego short-term returns for long-term performance opportunity.

If you are interested in becoming an Anchor Capital client, please contact your financial professional and request that they contact Tom Schmid at (952) 746-2003 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .