Combining the Interests of Private Clients, Trusted Advisors & Portfolio Managers
Our relationships with Financial Advisors & CPAs are of paramount value,
professionally monitoring our activities and decisions, providing an objective voice to
the portfolio management oversight function.
You the CPA/Advisor work with your clients to profile their portfolio risks, perform
needs analysis, prepare their taxes and perform due diligence on their behalf.
We focus on the Market by trading, analyzing risk, optimizing portfolios, rebalancing
them when needed, tracking performance along with housekeeping items like fee
billing and custody.
Together we help provide your clients with enhanced financial services such as Tax
Planning, Financial Planning, Asset Allocation, Estate Planning, Charitable Giving
and other related Financial & Investment services all coordinated by our team, with
A Partner with proven expertise
Archer Investment Corporation serves as a trusted partner of individuals and families, providing investment management solutions based on a thorough understanding of each client’s situation and goals.
As a Registered Investment Advisor under the Investment Advisors Act of 1940, we take an objective and proactive approach and have assembled a team of investment professionals with decades of experience in analyzing securities, managing investment portfolios and formulating investment strategies.
Our approach is designed to create a plan that achieves your near- and long term goals.
The opinions contained herein are not intended to be investment advice or a solicitation to buy or sell any securities.