Archer Investment Corporation

Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans and investment companies through separately managed accounts and by sponsoring The Archer Funds; the firm manages approximately $900 million on a primarily discretionary basis. Services range from comprehensive financial assessments and custom portfolio management to model-based limited-scope strategies that rely largely on mutual funds and ETFs.

The firm’s investment process begins with an assessment of cash flow, asset‑liability considerations, liquidity needs, tax concerns and risk tolerance, after which portfolio managers construct diversified allocations across equities, fixed income, mutual funds, ETFs and options. Archer offers both hands‑on discretionary management and model-driven programs where the firm oversees model implementation while individual accounts may be monitored less frequently; accounts are reviewed on at least a quarterly basis.

Noteworthy features include an extensive branch network of independent contractor investment adviser representatives operating under a variety of local business names and an affiliated business structure that includes a CPA/valuation practice and a holding/paymaster entity, creating potential conflicts when cross‑recommending services. The firm also manages proprietary mutual funds and receives shareholder servicing compensation for certain external funds; Archer discloses these relationships, maintains a code of ethics and describes procedures intended to mitigate related conflicts.