Investment Philosophy

Our strategy is built for those who desire low-cost, tax-efficient portfolio management that pays special attention to risk control. Read More >>
Frequently Asked Questions

• Getting Started
• Investment Strategy
• Account Operations & Reports
• Insurance & Other Matters
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Investment Services

 

Our goal is to deliver institutional-grade investment practices and guidance to individual investors and nonprofits. Our approach is to build a prudent investment process around an Investment Policy Statement (IPS) that focuses on your investment objectives, your time frame, and your comfort with risk. This philosophy is designed to achieve long-term investment goals and is based on five core principles:

  1. Analyze your current position

  2. Formalize your Investment Policy Statement (IPS)

  3. Implement your IPS

  4. Diversify and allocate your portfolio

  5. Monitor, supervise, and adjust your portfolio with market changes

Our process is a disciplined, continuous cycle of planning, implementing, monitoring, and refining — a cycle we believe helps to ensure success in attaining your overall financial objectives.


Statements and Reports


Charles Schwab Institutional is the custodian of client accounts. Each month, Schwab sends each client a statement detailing the current positions and valuations. In addition, trade confirmations are sent by Schwab whenever Archer Investment Management conducts a trade in an account. At the end of the year, all clients receive 1099s on their taxable accounts and trade reconciliation statements on non-taxable accounts.

The Schwab Alliance website offers an array of daily print-on-demand reports that you may download. Most clients elect to receive statements and confirmations by email rather than through the regular mail.

Each quarter, clients receive a straightforward performance report that compares the after-fee performance of each account to an appropriate benchmark.


Additional Services


In addition to investment management, we can assist you with the following: