Anchor Point
Strategies LLC.

We’re the anchor point in your wealth management growth strategy

 

Anchor Point
Strategies LLC.

We’re the anchor point in your wealth management growth strategy

 

Anchor Point
Strategies LLC.

We’re the anchor point in your wealth management growth strategy

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About Anchor Point

Strategies LLC

Anchor Point Strategies LLC is a consultancy focused on driving growth for wealth management enterprises, asset managers, and the private equity firms investing in them.
Our experience with some of the largest and most widely known privately held and publicly traded financial services firms in the country enables us to anchor a growth vision for each of our clients.
We do so by delivering the strategic planning, relationships, and execution support necessary to create focus, clarity, and results for our clients.

What We

Offer

Successful growth in wealth management and asset management requires decades of experience and relationships, harnessed to energy, passion, and conviction. Our capabilities align with a broad cross-section of firms seeking growth in this space.

Private Equity and
Venture Capital Firms

Ms. Pratt has participated in nine acquisitions, four sales, and an IPO. This experience gives her a unique lens and ability to guide private equity and venture capital firms that are seeking to enter the wealth management space or to grow an existing presence.

Independent Wealth
Management Enterprises

We work with Registered Investment Advisors (RIAs) and  Independent Wealth Management firms on organic and inorganic growth strategies to create value for the company, the advisor, and the end client.

asset managers

Asset managers rely on independent wealth management platforms for distribution. We have 30 years of experience in growing strategic partner market share with the largest independent wealth management firms in the country.

Private Equity and
Venture Capital Firms

Ms. Pratt has participated in nine acquisitions, four sales, and an IPO. This experience gives her a unique lens and ability to guide private equity and venture capital firms that are seeking to enter the wealth management space or to grow an existing presence.

Independent Wealth
Management Enterprises

We work with Registered Investment Advisors (RIAs) and  Independent Wealth Management firms on organic and inorganic growth strategies to create value for the company, the advisor, and the end client.

asset managers

Asset managers rely on independent wealth management platforms for distribution. We have 30 years of experience in growing strategic partner market share with the largest independent wealth management firms in the country.

Engagements

Thought

Leadership

Blogs

Investment Solutions Roundtable: Crypto Solutions for Wealth Managers At An Inflection Point

Blogs

Investment Solutions Roundtable: Year-Round Tax Management Adds Value for Clients

Blogs

Investment Solutions Roundtable: ESG’s Growing Recognition and Popularity

Our Leadership

Contact

Anchor Point Strategies is led by Allison Couch Pratt, the firm’s
Founder & President. With over 35 years of wealth
management industry experience, she has served in senior leadership
roles across some of the largest and most successful independent
wealth management enterprises in the country.

Ms. Pratt has played a key role architecting and executing strategic growth
plans for large firms as a member of their C-suite teams at each stage
of the business life cycle, and across all capital structures, including
both private equity-owned as well as publicly-traded.

Successful Growth of Advisor Group

Before launching Anchor Point Strategies, Ms. Pratt served as
Executive Vice President, National Sales and Consulting at Advisor Group,
one of the nation’s largest networks of independent wealth management firms.

Read More

In this role, she was a key member of the executive team that was responsible for launching Advisor Group as a stand-alone enterprise upon its divestiture from AIG and sale to Lightyear Capital. She subsequently played a central role on the C-suite team of Advisor Group in driving the sale of the firm from Lightyear Capital to Reverence Capital Partners. Shortly thereafter, Ms. Pratt served on the deal team responsible for Advisor Group’s merger with Ladenburg Thalman in a transaction valued at $1.4 billion. During her tenure with Advisor Group, Ms. Pratt built the company’s centralized wealth management platform and scaled it for substantial growth, generating net new asset flows from $1.6 billion in 2014 to $12.3 billion by 2021, when she retired from the company.

Forever the optimist who believes that with great disruption comes great opportunity, Ms. Pratt led some of the most significant regulatory initiatives for the industry. She served as Advisor Group’s executive sponsor for both its DOL and Reg BI initiatives, presenting on roadshows all over the country.

Cetera Financial Group, LPL Financial, and The Financial Services Network:

Prior to Advisor Group, Ms. Pratt served as Managing Director, Wealth Management at Cetera Financial Group, one of the nation’s largest independent financial advisor networks. In this role, she spearheaded the firm’s wealth management platform creation and development. She also served as a member of the leadership team that led Cetera through its sale by Lightyear Capital in 2014.

Ms. Pratt was also President and CEO of The Financial Services Network, one of the largest independent hybrid RIA firms in the country.  When The Network merged with Associated Securities, Ms. Pratt became President of the combined organizations, where she led the integration of Associated Securities into LPL Financial with 94% retention of all advisors. Post integration she joined LPL as Senior Vice President, Business Consulting where she was responsible for relationship management, business consulting, succession planning and training and education. Her mission was to support same store sales growth, improve advisor satisfaction and retention, and increase adoption of LPL financial tools, services and platforms.