Investment Services for Corporate Clients

With two decades of investment experience, Anchor Bay offers its corporate clients the personalized attention and service of a boutique-sized firm as well as the intelligence and creativity of some of the brightest professionals in the industry.

We begin by developing an in-depth understanding of our clients' strategies, risk tolerance and industry dynamics. Then, we integrate the talents of our diverse experts to meet complex client needs.

Asset Management

Our asset management capabilities offer a broad range of investment solutions for 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

Risk Management for Corporation

Risk management involves more than having
the right insurance.

Best practices include the process of assessing
risk and developing strategies to manage it.

Risk management is attempting to identify and then manage threats that could severely impact or even threaten the organization's survival. Generally, this involves reviewing operations of the organization, identifying potential threats to the organization and the likelihood of their occurrence, and then taking appropriate actions to address the most likely threats.

Institutional Portfolio Management

As an institutional money manager Anchor Bay offers a full range of custom-tailored investment solutions to our institutional and corporate clients. These include:

Retirement planning services to your employees
Portfolio management of employees’ individual taxable accounts and IRAs
Retirement benefit plans including Defined Contribution 401(k) and Defined Benefit plans.
Group Life, Health and Disability upon request only
Cash management portfolios including Money market and ultra-short bond portfolios

Our products and services offerings are designed to be complementary to the services offered by our customers, adding depth to the package of financial services you may offer to your clients.

As an institutional buyer we are able to gain access to favorable pricing on bonds and offer superior portfolio yields on our ultra-short, fixed income and cash management portfolios.