Portal-First
Positions, performance, IPS, manager memos, and reports in one private dashboard. No PDF lost in your inbox.
Work With Anchorbay
Three engagement shapes — every one of them anchored in a written Investment Policy Statement, executed in a separately managed account in your name, and reported through your private client portal.
01
SMA Portfolio Management
The core of Anchorbay’s practice. We manage a separately managed account custodied at Schwab or Fidelity, in your name, against a strategic allocation we wrote down with you. Daily transparency, individual tax lots, and a 30-day exit clause.
- Written Investment Policy Statement — allocation bands, drawdown tolerance, tax constraints
- Strategic + tactical equity allocation, tilted to your factor preferences
- Concentrated single-stock unwind plan with tax-aware lot selection
- Fixed income laddering and cash management against your spending plan
- Quarterly written attribution — what worked, what didn’t, what changes next quarter
SMA Account
02
Family Office Coordination
For families consolidating wealth across institutions. We aggregate every account, write the household-level Investment Policy, and become the single point of accountability across managers, custodians, accountants, and estate counsel.
- Household-level wealth inventory across operating company, brokerage, RSU, syndicates, alts
- IPS that maps to spending plan, tax filing, gifting, and trust structures
- Quarterly coordination calls with your CPA and estate counsel
- Consolidated performance reporting across managers and accounts
Family Office
03
Selective Co-Invest Sleeve
A small, ring-fenced allocation to underwritten private market opportunities. We do not run a fund — each opportunity is presented as a discrete decision with its own underwriting memo, and you choose which ones to participate in.
- Co-investments alongside top-decile growth and buyout GPs we know personally
- Direct secondaries on illiquid late-stage positions, when pricing is rational
- Underwriting memo before deployment — thesis, comps, downside, exit
- Sleeve sized so a 100% loss in any single position cannot impair the core
Co-Invest
The Research Advantage in Every Mandate
Portfolios are just hypotheses with money attached. Anchorbay treats them like research — written thesis, written attribution, written manager memos — so the next decision sits on a body of evidence, not a feeling.
Manager Diligence
Every external sleeve, every co-invest GP, every secondary — written memo before any dollar is committed.
Numbers You Trust
Time-weighted return, money-weighted return, attribution by sleeve, and after-tax outcomes — every quarter, in writing.
Same Partner, Always
Wei is the lead PM on every account. The investment committee meeting you walked into year one is the same one running your portfolio in year ten.
How We Work Together
1
Discovery Call
30 minutes. Your liquidity event, your spending plan, and the real worries behind ‘what now.’
2
Inventory + IPS
We aggregate every account and draft the Investment Policy Statement. Nothing is committed until you sign.
3
Construct & Implement
Strategic allocation built, sleeves staffed, single-stock unwind scheduled, capital calls warmed up.
4
Operate with Cadence
Quarterly attribution, semi-annual IPS review, annual retreat. Every step in your portal.
Which Engagement Fits You?
Start with a conversation — we’ll figure out the right next step together.
Book Your Intro Call