Personalized Service
Regular conversations with your Family Wealth team help keep your lifetime plan on track. With your dedicated team of a lead relationship manager, lead portfolio manager, portfolio specialists, lead planner, insurance consultant, and multiple client support members, we stay focused on your goals. We check in on your progress, discuss any changes in your needs and goals, and make any adjustments to your plan to help you focus on getting more out of your life.
Ancora partners with Fidelity Investments to provide world class custodial services for our clients. We also maintain relationships with other custodians, including Charles Schwab and traditional bank-chartered custodians.
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Dedicated Team
You benefit from a single point of contact to assist you — from answering questions to facilitating contributions and withdrawals. Your dedicated team knows you and your family and builds a team around your specific needs.
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Communication
We strive to communicate early and often, especially in times of uncertainty, volatility and market turbulence. Our goal is to help you remain at ease with your financial future in good hands.
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Reporting
In addition to regular statements and investment updates from your team, our valued clients can also access a dedicated and secure online portal to view personal portfolios at their convenience.
Watch a quick video:
Introducing the benefits of our secure online portal powered by eMoney – where you can access your financial statements, investment and credit accounts in one place.
To learn more, contact an Ancora advisor today >