Get More with Ancora
Ancora helps you get more out of life. With experienced portfolio managers, distinctive investment strategies, and robust wealth & risk management, we are driven by an entrepreneurial spirit. Ancora delivers tailored solutions so you can achieve more… on your terms.
United in the desire to deliver excellence with a winning mindset, our experienced team works with a broad mix of clients, from individuals and families to business owners, non-profits and institutions. At Ancora, clients are family and every day we strive to achieve results needed to help you reach your financial goals. We offer comprehensive investment solutions covering equity, fixed income, mutual funds and alternatives, as well as tailored guidance across wealth planning, retirement plan management and insurance solutions. It is our goal and our mission to offer a personalized level of service focused entirely on helping you get more out of life.
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Advising Since
2003
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Assets Under Management
$8.7B
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Employees
110+
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Our Team Includes
> 12 CFA, 6 CPA, 5 JD, 5 CFP, 1 CAIA
> 30+ 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 September 30, 2023
Family Valued
Holistic and Tailored Approach, Lifetime Planning, Investment Management, Personalized Services