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Private Client Group

 



At Ancora, we understand and respect the effort it took for you to accumulate your investable assets. We also recognize your desire to find an investment advisor who will listen to your wishes and not simply follow their own agenda.  We start every relationship by listening to each client's plans and dreams for the future, learning about their past experiences with investments in order to understand where each client has been and where they want to go. After taking their unique personal circumstances into consideration, we proceed with a customized investment program that has the highest probability, in our experienced view, of meeting each client's unique objectives. 


"At Ancora we believe clients work extremely hard to accumulate their investment assets. We take very seriously our responsibility to help clients achieve their unique goals and objectives and work collaboratively with clients to make sure that their needs and expectations are met."

-Fred DiSanto, CEO


So whether you have accumulated significant investable assets that need to work harder for you or you are in the process of investing for one of life's biggest events, we invite you to get to know what makes Ancora Private Client Group the right choice for so many high net worth investors. We are eager to put our years of experience to work for you.

For more information on Ancora Private Client Group's services please contact Fred DiSanto, CEO fred@ancora.net, 216-825-4000 or John Micklitsch, CFA, CAIA, Chief Investment Officer, johnmick@ancora.net, 216-825-4000.