Anchor Capital

Anchor Capital Management Group, Inc. is an SEC-registered investment adviser based in Aliso Viejo, California, established in 1996. The firm specializes in providing investment management services, primarily allocating client assets into Risk Managed Mutual Funds, Total Solution Portfolios, and Customized Risk Managed Portfolios. Clients are required to enter into a written Investment Advisory Agreement before services are provided, tailored to their individual needs. Anchor Capital also serves as the investment advisor to affiliated mutual funds, emphasizing non-traditional investment strategies. The firm participates in Unified Managed Account programs and may serve as a sub-advisor for other firms' advisory programs. Anchor Capital charges a quarterly investment advisory fee ranging from 0.0875% to 0.1875% based on assets under management and services rendered. The firm does not charge performance-based fees and does not impose a minimum portfolio size on clients. Clients have the option to grant investment discretion to Anchor Capital, allowing the firm to make investment decisions on their behalf. The firm does not exercise proxy voting authority over client securities. Anchor Capital maintains a Code of Ethics and does not have any disciplinary disclosures.