Anchor Capital Advisors

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Anchor Holdings LLC, a newly-created holding company founded in 1983, will own Anchor Capital and Anchor/Russell. Anchor Capital is a registered investment adviser specializing in active investment management for families, trusts and institutions. The company takes a value-oriented approach to asset management applying disciplined strategies to achieve financial success. It offers five core products, the largest of which is its Mid Cap Value product. The firm's Investment programs are available to private clients directly, and through select third party investment advisors. Anchor/Russell structures disciplined and sophisticated investment management programs using a host of investment management products including institutional mutual funds and Separate Managed Accounts sponsored by the Frank Russell Company, the world's leading investment management consulting company. Anchor/Russell has been a Russell Adviser since 1989. The firm's parent company is Boston Private Financial Holdings, a wealth management firm that owns 12 independently-operated affiliate partners across the United States. These partners comprise the Boston Private Wealth Management Group which provides private banking, financial planning/wealth advisory and investment management services to the high net worth marketplace, selected businesses and institutions. Through strategic acquisitions in demographically attractive geographic areas, the company forms wealth management "clusters" that together deliver lifetime financial solutions on a local basis. The company makes capital resources available to its affiliate partners and works with them on growth strategies, marketing, leadership development, compliance and technology. Anchor Holdings is based in Boston.