Portfolio Services

Portfolio Management Solutions for Institutions and Non-Profits

Whether you are an endowment, foundation, corporate investor, union, association or other type of institution, Ancora Institutional can help you construct and manage a well-diversified portfolio designed to meet your organization's goals and objectives. From asset allocation to security selection, we understand that the investment landscape can be very confusing for even the most sophisticated institutions, as a result Ancora Institutional takes a unique approach that not only implements a sound investment strategy but also educates your investment committee members which makes for a stronger organization over the long haul.

The greatest asset that we as an investment firm have is our market experience. Partnering with Ancora Institutional for your portfolio management needs puts that experience to work for your organization in a cost effective and comprehensive investment management program.

For more information on Ancora's institutional portfolio management solution please contact Fred DiSanto, Chairman and Chief Executive Officer, fred@ancora.net, 216-825-4000 or John Micklitsch, CFA, CAIA, Chief Investment Officer johnmick@ancora.net, 216-825-4000.

Fixed Income Services for Financial Institutions

For financial institutions such as banks, credit unions and insurance companies Ancora provides non-discretionary investment advisory services including:

  • Portfolio risk management
  • Interest rate sensitivity analysis
  • Yield curve analysis 
  • Duration management
  • Credit management
  • New issue analysis
  • Bond price discovery
  • Portfolio reporting including risk management analytics

Ancora utilizes its years of experience as an institutional fixed income manager to provide these services on a fully outsourced basis or in consultation with your existing in house staff. In addition, we provide these services under a variety of flexible compensation arrangements.

For more information on Ancora's institutional portfolio services for financial institutions, please contact: Jim Bernard, CFA, Managing Director, Fixed Income at jb@ancora.net or 216-825-4000.