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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 you.

A Partner with proven expertise

Manage Due Diligence

Risk Profiling

Tax Preparation

Needs Analysis

Portfolio Optimization and Analysis

Marketing Proposals

Portfolio Manager Communication

Performance Reporting

Trading

Risk Management

Fee Billing

Custody

Build & Maintain Client Relationships

Tax Planning

Financial Planning

Asset Allocation

Estate Planning

Charitable Giving

Investment Policy Statement

Archer Investment Corporation

You - CPA, Advisor

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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.  
 

Archer Investment Corporation is an investment adviser registered under the Investment Advisors Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information please visit adviserinfo.sec.gov and search for our firm name.

Archer Investment Corporation manages The Archer Funds.  You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing.  You can download the Archer Investment Corporation ADV Brochure HERE.  The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 800-238-7701 or by downloading it here: Prospectus - Statement of Additional Information - Privacy Policy
 

Past performance is not a guarantee of future results.  The investment return and principle value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 800-238-7701. 


The Archer Funds are distributed by Arbor Court Capital, LLC, 8000 Town Centre Drive, Suite 400, Broadview Heights, OH 44147 Member FINRA/SIPC.

 

Copyright © 2023, Archer Investment Corporation, All rights reserved.

11711 N College Ave, Suite 200, Carmel, IN 46032

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