Founded in 2003 and headquartered in Cleveland, OH, Ancora is a 100% employee owned firm with approximately $1.9 billion in discretionary assets under management with an additional $1.3 billion of non-discretionary advisory assets. We are a Registered Investment Advisor (RIA) with the United States Securities and Exchange Commission (SEC).
Ancora has three primary business verticals:
Ancora Private Client Group: Highly customized investment solutions for high net worth individuals utilizing a combination of individual securities, funds and proprietary strategies.
Ancora Institutional Strategies: Equity and fixed income separate account strategies for institutional investors. In addition, Ancora's institutional division is the advisor to the Ancora family of mutual funds.
Ancora Retirement Plan Services: Qualified plan solutions including 401(k), 403(b) and 457(b) plans offered through our subsidiary Source Companies, LLC.
With over 35 employees, including 8 CFA charterholders, and an average industry experience level of over 20 years, we have deep experience in all areas of our business and manage client assets with a disciplined approach to investment management and an eye towards long term results and outstanding client service.
For more information on any of our businesses please feel free to contact our Chief Executive Officer, Fred DiSanto at 216-825-4000 or via firstname.lastname@example.org and he will direct you to the proper person.