Mission Statement


Our Mission

We are a client focused investment advisory firm that operates with the highest level of integrity and honesty in all aspects of our business. This is accomplished through a culture of entrepreneurial spirit that encourages teamwork, excellence, accessibility, humility and accountability.


Ancora’s Core Values


  • Are passionate about always delivering an exceptional client experience.
  • Represent our clients’ interests with the highest degree of honesty and integrity.
  • Are committed to helping our clients achieve their goals and objectives by providing core investment solutions, complimented by innovative, proprietary strategies.
  • Succeed by working as a team, drawing from our collective experience and knowledge.
  • Achieve operational excellence through documented procedures and continuous business process improvement.
  • Are an employee owned company that empowers our team members to pursue professional and personal growth.
  • Act with a sense of urgency and accountability while maintaining a professional work environment.
  • Are a caring firm that supports charitable organizations and causes through donations of time, money and other firm resources.

These core values are the foundation of excellence that provides the culture and environment for continued client, employee and firm success.