Archer Investment Management, LLC
Archer Investment Management, LLC is an independent, fee-only registered investment adviser headquartered in Austin, TX and founded in 2008. The firm was started by Richard Archer, CFA, CFP®, MBA, with the goal of providing institutional-level portfolio management and customized investment solutions for individuals and nonprofit organizations. Archer Investment Management specializes in fiduciary advisory services, managing portfolios on a discretionary basis, and tailoring strategies to meet the unique requirements of each client. The firm employs a small team of 5 professionals and focuses on bringing sophisticated investment strategies to individuals and nonprofits.
Investment Strategy
Archer Investment Management's strategy centers on designing custom investment solutions to address each client’s specific goals and funding requirements. The firm builds individualized portfolios around a written Investment Policy Statement, applies institutional-grade management practices, and manages assets on a discretionary basis. They utilize strategies and ideas from large institutional investors, but bring them to individuals and nonprofit clients, adhering to strict fiduciary standards and the CFA Institute’s Code of Ethics. The approach is prudent, emphasizing a thorough understanding of client needs, risk management, and ongoing portfolio oversight.
Top Holdings
Equity Positions (59)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFGP | DIMENSIONAL ETF TRUST | 9.24% | $15.0M | 270,671 | $53.07 | $55.57 | +$825.5K |
S SCHR | SCHWAB STRATEGIC TR | 9.00% | $14.7M | 583,202 | $24.33 | $25.13 | -$2.7M |
V VEU | VANGUARD INTL EQUITY INDEX F | 5.59% | $9.1M | 127,414 | $57.43 | $71.37 | +$325.2K |
U USMF | WISDOMTREE TR | 5.24% | $8.5M | 163,353 | $49.89 | $52.27 | +$840.9K |
I IQLT | ISHARES TR | 5.23% | $8.5M | 192,517 | $37.34 | $44.19 | +$380.6K |