Anchor Pacific
Fortress Portfolio SMA
A differentiating total portfolio solution for advisors
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​​Separately Managed Account Structure on AlignedOne
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Account Minimum: $50,000
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Valuation and Redemption Frequency: Daily
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Portfolio Management Fee: 35 basis points
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Portfolio Manager: Steven Adang, CFA, CAIA (Anchor Pacific Investments of ACPI)
Operational
The Anchor Pacific Fortress Portfolio SMA is long-term orientation comprehensive investment program focused on a total return approach to capital management. The Portfolio is anchored by a full open architecture model encompassing the spectrum of global investment opportunities with a strategic balanced mix of traditional and alternative investment strategies designed to maximize expected returns within a prudent and disciplined risk framework.
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Allocations are monitored and updated quarterly and the portfolio will rebalance annually. All holdings are ETFs or prospectus-based mutual funds with daily liquidity.