Archer Investment Corporation

Archer Investment Corporation, established in 2005, manages The Archer Funds and separately managed accounts. The firm offers comprehensive or limited scope investment advisory services tailored to individual needs, encompassing asset allocation, risk control, and tax considerations. Clients can opt for discretionary or non-discretionary management on a fee-only basis, with fees ranging from 0.50% to 1.00% based on account size. The firm's investment strategy involves a diversified selection of assets, including equities, fixed income instruments, mutual funds, and options. Archer manages approximately $900 million on a discretionary basis as of December 31, 2024. The firm does not engage in performance-based fees and generally serves investment companies, trusts, pension plans, individuals, and corporations with a minimum account size of $25,000 for separately managed accounts. Investment decisions are made based on risk tolerance, time horizon, and liquidity needs. Clients have the option to impose restrictions on investing in certain securities. Archer operates under a fiduciary duty when providing investment advice for retirement accounts. The firm's investment analysis considers various risks, including market volatility, liquidity, and cybersecurity. Archer's personnel do not accept compensation for the sale of securities and are primarily compensated through client fees. The firm actively reviews client accounts quarterly and offers discretionary investment management services. Archer's brokerage practices involve recommending specific broker-dealers for transactions, with the option for clients to direct brokerage. The firm does not have custody of client accounts and provides investment discretion for securities transactions. Archer's internal manager votes on proxies for pooled investments, while clients can direct voting for individual securities. The firm discloses potential conflicts of interest related to proprietary funds and affiliated companies. Archer's employees adhere to a Code of Ethics and maintain high ethical standards in their professional conduct. The firm also engages in client referrals with written agreements and supervises its employees to ensure compliance with regulations.