Get More with Ancora
Ancora helps you get more out of life. With experienced portfolio managers, proprietary 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.
-
Founded
2003
-
Assets Under Management
$9.5B
-
Employees
80+
-
Our Team Includes
> 11 CFA, 4 CPA, 4 JD, 3 CFP, 1 CAIA
> 25+ investment professionals
> 20+ years average industry experience -
Equity Strategies
5
-
Fixed Income Strategies
5
-
Mutual Funds
4
-
Alternative Strategies
4
Data as of March 31, 2022
Family Valued
Holistic and Tailored Approach, Lifetime Planning, Investment Management, Personalized Services