Investment Firms Ancora and Inverness Merge to Provide Enhanced Services to Clients


CLEVELAND (Jan. 25, 2016) – The Ancora Group, Inc. (Ancora) and Inverness Holdings, LLC (Inverness) are pleased to announce they have entered into a definitive agreement to combine their respective businesses. The transaction will create one of the leading independent investment and integrated wealth advisory firms in the Midwest. The combined firm will manage assets in excess of $4 billion on behalf of family clients, institutions and retirement plans.

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