Eric Leake, President, Chief Investment Officer, Anchor Capital, met with Julie Cooling, Founder & CEO, RIA Channel to discuss risk management in today’s climate.
Anchor Capital, celebrating it’s 25th anniversary this year, has always been a risk management firm, says Leake. Rather than relying on modern portfolio theory or non-correlated asset class diversification, Leake suggests that adding tactically managed funds to a portfolio can offer protection from shifting volatility in the market.
Anchor’s institutional funds cover four major asset classes, and are used in a variety of ways. “They are really tools to put together complete portfolio solutions,” says Leake. Much of Anchor Capital’s recent growth has stemmed from partnering with platforms, ETF providers, and creating a product designed to serve advisors who wish to spend more time building relationships with their clients.
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