SILVER ANCHOR FINANCIAL, LLC

Overview

Silver Anchor Financial, LLC is a boutique advisory firm that concentrates on equity-centered portfolio management for individuals, families and select institutional clients. The firm operates as an independent limited liability company with an owner-operator structure and serves as a capital allocator, combining discretionary portfolio management with non-discretionary advisory work and third-party manager selection. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Investment activity is weighted heavily toward listed securities — exchange-traded equities are the primary sleeve across client accounts — while the firm supplements core equity exposure with mutual funds and corporate debt for income and diversification. Silver Anchor also sources alternative strategies through external managers, allocating to hedge funds, real estate vehicles, commodities exposures and oil & gas opportunities when appropriate. The firm provides pension consulting services and will appoint or recommend outside advisers as part of its solutions.

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Public Holdings

Investments & Alternatives

Location & Offices