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
Assets Under Management

$6.9B
Employees

70+
Our Team Includes

> 10 CFA, 4 CPA, 3 JD, 1 CFP, 1 CAIA
> 25+ investment professionals
> 20+ years average industry experience
Equity Strategies

5
Fixed Income Strategies

4
Mutual Funds

4
Alternative Strategies

4