The Ancora Advantage

Broad Capabilities

A boutique investment services firm with broad capabilities tailored to your goals. From customizable wealth planning and proprietary investment strategies to scalable retirement plan solutions, Ancora offers investment management with experienced portfolio managers.

Here for You

The Ancora team is attentive, communicative and down-to-earth. We provide exceptional and tailored services to our clients, including the assurance of a dedicated support team. We believe it’s better to actually know the person managing your investments, and we take the time to nurture that relationship.

Results-Driven

United in our entrepreneurial spirit and with a strong focus on performance, Ancora investment professionals are dedicated to helping clients succeed in their investment goals. We strive to deliver more, offering the expertise of a global institution with the flexibility of a boutique firm.

Who We Are

Learn about what shapes our award-winning culture in this short video.

Community Impact

Working with Ancora means being treated as a part of our family. We strive to support the causes that our employees and clients hold dear.

In 2022 alone, Ancora supported over 55 organizations in our community, without counting the many causes supported by employees individually. Service is an important facet of our culture that we continue to build within our organization. We understand the importance of giving back to the communities we serve and are dedicated to that mission. Ancora’s efforts were recognized in 2018 with The Pillar Award for Community Service, awarded each year to organizations and individuals that “set the standard for outstanding service to their communities.”

“From disease research to educating our youth and supporting those at risk, Ancora is dedicated to our philanthropic values.”

Fred DiSanto, Chairman & CEO