CONTACT
LOCATION
HOURS OF OPERATION

Steve Rokoszewski:              sroko@anchoras.com

Work Phone: 774-773-3036

James Mulligan:

jmulligan@anchoras.com

Phone: 774-773-3033
 

Anchor Advisory Services
8A Court St.

Plymouth, Ma 02360

Mon - Fri: 9am - 5pm

​​Saturday: Closed

​Sunday: Closed

2019 ANCHOR ADVISORY SERVICES

  RIA 

ACQUISITION GROUP

CAPTURING 

VALUABLE MARKET SHARE

IN THE INDUSTRY'S FASTEST GROWING CHANNEL

Leverage our expertise to help grow your business

Over the past 18 months we have developed a turnkey approach to navigating the RIA Channel.

RESULTS

Access to comprehensive nationwide lists that include: contact information, clearing firm relationships, business breakdown and more

SERVICE

Aquire new RIA relationships with dedicated calling resources focused on prospecting and business development coupled with proven e-mail campaigns and ongoing follow-up procedures.

RESOURCES

Real-time activity tracking allowing you to monitor our success. Outbound dials directly correlate to calls and meetings scheduled for the client.

THE MANY BENEFITS OF BUILDING RIA RELATIONSHIPS THROUGH ANCHOR

DIVERSIFICATION

Building relationships and raising capital in the RIA channel is a great way for sponsors and asset managers to diversify their capital-raising resources. Coupled with the Independent Broker Dealer (IBD) channel, a sponsor now has a greater opportunity to hit their goals.

COST EFFECTIVENESS

One of the major benefits to raising capital in the RIA channel is the fact that sponsors don't have to pay commission to the Rep. Therefore, making every dollar raised through RIA efforts much more cost-effective as compared to the traditional IBD channel efforts.

STRATEGICALLY TARGETED

RIAs tend to be small and more diverse, unlike broker-dealers and therefore harder to reach using traditional distribution strategies. Gaining access and winning business in this space requires advanced segmentation and specific targeting of the individual advisor.

THE WHO AND THE WHY

At Anchor Advisory Services we have learned through our 36 years of combined experience that the industry is changing and sponsor needs are not being met. Raising capital solely in the Independent Broker Dealer Channel isn't providing the desired results, therefore, we created the "RIA Acquisition Group" as a turnkey approach to building valuable relationships in the Registered Investment Advisor (RIA) channel. We help sponsors and asset managers navigate this challenging but rewarding channel and help them create a more diversified, cost-effective revenue stream.

ANCHOR RIA ACQUISITION TEAM

 According to Think Advisor.com, the RIA opportunity is growing at a record pace. At  the end of 2018 there were 12,578 Federally Registered RIAs (a 3.3%increase vs. 2017). More importantly, these RIAs had AUM of $82.5 Trillion (a 16.7% increase vs. 2017). This represents an incredible opportunity for Boutique Investment Sponsors and Asset Managers, together with the insight of Anchor Advisory Services who stands ready to help you acquire these valuable relationships