Asset Management for Corporate Clients

Our asset management capabilities offer a broad range of sophisticated strategies and investment solutions for institutional and corporate clients.

Anchor Bay Capital, Inc. provides the full spectrum of U.S., non-U.S. and global investment products – from traditional cash management, equity, fixed income and asset allocation to alternative asset classes such as real estate.

Our corporate finance consulting process begins on the macro level with consideration given to the big-picture challenges you face. Having defined the scope and core priorities specific to your organization we then focus on the micromanagement of plan design and portfolio construction, addressing issues critical to risk management, employee retention, business continuity and portfolio optimization including:

Cash Management
Diversification among U.S. and Global Equity and Fixed Income Securities
Currency Risk Management
Alternative asset classes
Corporate Benefits
Business Succession Planning
Transition Management

Our customized plan design and asset management strategies are well suited to the needs of business owners and institutional investors.

Contact Information: Phone toll free 888-391-1950 or call 760-602-3470 Email info@anchorbaycapital.com
5780 Fleet Street, Suite 308, Carlsbad, CA 92008

Anchor Bay Home | Location | Contact Us | Site Map