Get More with Ancora
Ancora helps you get more out of life. With top-tier portfolio managers, unique investment strategies and an entrepreneurial spirit, Ancora delivers tailored solutions so you can achieve more … on your terms.
United in a desire to deliver excellence with a winning mindset, Ancora works with a broad range of clients, from individuals and families to business owners, non-profits and institutions. Across the firm, we offer solutions covering equity, fixed income, mutual funds and alternative investments, as well as wealth planning and retirement plan solutions — all delivered with a personalized service that’s focused on helping you get more out of life.
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Founded
2003
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Assets Under Management
$9.3B
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Employees
80+
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Our Team Includes
> 11 CFA, 5 CPA, 4 JD, 2 CFP, 1 CAIA
> 25+ investment professionals
> 20+ years average industry experience -
Equity Strategies
5
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Fixed Income Strategies
5
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Mutual Funds
4
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Alternative Strategies
4
Data as of March 31, 2021
Family Valued
Holistic and Tailored Approach, Lifetime Planning, Investment Management, Personalized Services