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Investment Process


Step 1: Asset Allocation

After a thorough personal interview to determine your goals and objectives, risk tolerance, time horizon and unique needs, Ancora Private Client will recommend a customized asset allocation solution to serve as the basis for portfolio construction. Ancora recognizes that no two client objectives are exactly alike, subsequently we avoid "one size fits all" solutions. Like a custom made suit, your individual asset allocation will be constructed uniquely for you substituting or omitting asset classes and securities where appropriate or requested.

Step 2: Select Securities & Funds

Ancora utilizes individual securities, low cost index funds, actively managed funds, proprietary strategies and alternative investments to build individually customized portfolios. To accomplish this, Ancora’s Private Client team maintains a deep pool of knowledge and list of actively monitored target securities across the following asset classes:

  • Cash & Equivalents
  • Fixed Income
  • U.S. Equities
  • Non-U.S. Equities
  • Real Assets
  • Alternatives

After careful analysis of the current market environment and your unique needs, Ancora Private Client will construct a diversified portfolio of securities across multiple asset classes with no more complexity than is necessary for you to achieve your goals.

Step 3: Monitor & Review

Ancora believes that frequent communication with clients is essential to a successful long term relationship. Utilizing the latest portfolio accounting and reporting solutions to generate meaningful discussion, Ancora meets regularly with clients to review individual portfolios. Frequently these meetings revolve around a collaborative outlook on the current market environment, what role asset classes and individual securities play in your overall plan and how the portfolio is performing relative to benchmarks with similar objectives. In addition, regular communication ensures that any changes in client objectives are incorporated into the portfolio and that client goals are being met. We will meet as often or as infrequently as you like to ensure that you are comfortable with the direction of your portfolio.

For more information on Ancora Private Client Group's services please contact Fred DiSanto, Chief Executive Officer, 216-825-4000 or John Micklitsch, CFA, Director of Private Client Group, 216-825-4000.