Business Details
15 Years
experience
Trusted Financial Advisory Services for Investment Excellence
Anchor Pacific was founded in 2011 with a vision to revolutionize investment management through data-driven innovation. Our journey began with the establishment of AP Fin Labs, a proprietary analytics platform that remains the backbone of our risk management and portfolio optimization strategies. Over the years, we have systematically expanded our capabilities, introducing discretionary investment management services in 2016 and a comprehensive wealth management offering in 2019. Our strategic partnership with Aligned Capital Partners Inc. (ACPI) in 2021 further enhanced our operational infrastructure, enabling us to deliver exceptional client experiences while maintaining our focus on technological advancement and institutional-grade solutions. We specialize in empowering financial advisors with customized multi-asset portfolios, alternative investment strategies, and cutting-edge risk analytics tools like FLARE, our proprietary multi-dimensional risk engine.Our commitment to open architecture, fiduciary principles, and global market access ensures that advisors and institutions receive unbiased, scalable solutions tailored to their unique needs. With a team of seasoned professionals, including portfolio managers and client service experts, we prioritize long-term partnerships built on transparency, expertise, and alignment of interests. Our approach combines technical proficiency with a deep understanding of market dynamics, allowing clients to navigate complex financial landscapes with confidence. As a trusted partner to financial advisors across Canada, we continue to innovate while upholding the highest standards of service and integrity.
Services
Portfolio Management
Alternative Investments
Risk Analytics
Wealth Management
Manager Research
Details
- Year established: 2011
Highlights and features
- We utilize FLARE, a proprietary multi-dimensional risk engine for real-time capital allocation.
- Our team has over a decade of experience in institutional-grade investment management.
- We maintain full alignment of interests through fiduciary principles and open architecture.
- Our partnership with ACPI provides scalable operational infrastructure and compliance support.
- We offer access to 2,500+ alternative investment programs with 20-30 active allocations.
Associations and certifications
- CIPF
- CIRO
What people say
Proprietary analytics
Institutional-grade infrastructure
Responsive support
Customized solutions
Services
Portfolio Management
Anchor Pacific offers discretionary investment management through separately managed accounts. Our approach combines proprietary analytics with institutional-grade infrastructure to optimize portfolio performance. Clients benefit from tailored strategies that align with their risk tolerance and financial objectives.
Alternative Investments
We provide access to a curated selection of alternative investments, including hedge funds and private equity. Our analytics-driven methodology ensures rigorous manager due diligence and diversified exposure. This service enables advisors to enhance portfolio resilience through non-correlated assets.
Risk Analytics
Our FLARE system delivers real-time risk assessment and multi-factor stress testing. This proprietary engine identifies portfolio vulnerabilities and tail risks while integrating regulatory constraints. Advisors receive actionable insights to mitigate exposures and improve decision-making.
Wealth Management
Tailored wealth solutions address the needs of high-net-worth individuals and multi-generational families. Services include estate planning, tax-efficient strategies, and centralized investment oversight. Our approach emphasizes long-term preservation and growth of capital.
Manager Research
We conduct quantitative and investment due diligence on alternative managers. Our reports evaluate performance, risk profiles, and operational integrity. This service supports advisors in selecting managers that align with client objectives and compliance requirements.
People
Steven Adang
Founder & Portfolio Manager
Steven founded Anchor Pacific in 2011 after establishing AP Fin Labs. He leads portfolio management and investment strategy, leveraging over 15 years of experience in financial risk analytics and institutional asset management.
Jon Eaton
Portfolio Manager
Jon specializes in private wealth management and portfolio construction. With a background in quantitative finance, he develops customized solutions for high-net-worth clients and institutional investors across global markets.
Catherine Bradley
Client Service Director
Catherine oversees client operations and platform integration. She ensures seamless service delivery for financial advisors, focusing on operational efficiency and client satisfaction through the ACPI partnership.
Questions
What investment services does Anchor Pacific offer?
We provide portfolio management, alternative investments, risk analytics, and wealth management solutions tailored for financial advisors and institutions.
How does Anchor Pacific's FLARE system benefit clients?
FLARE enables real-time risk assessment, multi-factor stress testing, and tailored portfolio adjustments to mitigate exposures and enhance performance.
Can individual investors work directly with Anchor Pacific?
Our services primarily target financial advisors and institutions, though private clients may access solutions through advisor partnerships.
What risk management tools are available?
We offer proprietary analytics, quantitative due diligence reports, and scenario modeling to identify and address portfolio vulnerabilities.
How does Anchor Pacific ensure compliance and scalability?
Our partnership with ACPI provides robust compliance infrastructure and operational systems to support advisor growth and regulatory adherence.
