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Anchor Pacific Investment Management Corp.
Director, Head of Private Client Wealth
Tel: (604) 336 - 9080
Types of Accounts Managed
- Private Individual / Investor
- Family Office
- Institutional Investor - Pension Plan
- Institutional Investor - Non-Profit
- Institutional Investor - First Nations
- Institutional Investor - Other
Provinces of Business
- British Columbia*
* indicates a physical location in this province
ANCHOR PACIFIC INVESTMENT MANAGEMENT CORP.
Anchor Pacific is a “one firm” company leveraging process, technology, infrastructure, and risk management architecture in order to democratize the process of managing institutional caliber investment portfolios.
We deliver innovative, high-touch, and transparent investment programs across the full spectrum of investors.
Our company’s origins can be traced back to 2011 when financial services and capital markets industry veteran Steven Adang founded our predecessor company, now known as Anchor Pacific Financial Risk Labs (“AP Fin Labs”).
AP Fin Labs today remains the cornerstone of our investment management operations, optimizing data analytics and providing proprietary software, models, and technology driven risk management solutions that empower our clients to properly navigate today’s global financial markets.
Our Principles and Beliefs
Direct client feedback strongly reflects that the Canadian financial institution asset management model typically falls short in delivering long-term outcomes consistent with achieving their goals.
Our purpose of empowering investors through process, access, and informational transparency stems from an underlying core belief system which rests upon firm alignment with our clients’ interests.
Our clients benefit from a first principles culture offering independent fiduciary advice, open architecture, transparency, security, and enterprise risk management, all of which optimize the overall client experience.
Our Services and Who We Serve
Private Client Wealth (“AP Wealth”)
Fully integrated and comprehensive wealth and investment management services for:
Individuals | Business owners | Professionals | Multi-generational families
Outsourced Chief Investment Officer – OCIO (“AP CIO”)
Sophisticated full-access investment platforms for:
Family Offices | Family Enterprise Advisers/Family CFO | Financial Planners | Endowments and Foundations
Robust and highly redundant cost-effective solution for clients lacking the necessary infrastructure, personnel, and appropriate risk architecture to run their own internalized investment programs
Institutional Solutions (“AP Solutions”)
Customized programs and offerings for:
Family Offices | Institutions | Professional Investors | Endowments and Foundations
Provides discrete access to the traditional and alternative actively managed investment asset classes that reside within AP CIO