Get More with Ancora

Ancora helps you get more out of life. With experienced portfolio managers, distinctive investment strategies, and robust wealth & risk management, we are driven by an entrepreneurial spirit. Ancora delivers tailored solutions so you can achieve more… on your terms.

United in the desire to deliver excellence with a dynamic mindset, our experienced and results-driven team offers personalized service across private wealth, asset management, insurance and retirement plans.

At Ancora, we view our clients as family, shaping our firm around the ethos of providing exceptional access to sophisticated financial strategies. Our focus is centered entirely on our clients.

Whether you are an individual, family, institution, non-profit or business, we cater to your diverse needs with a blend of comprehensive capabilities and tailored advice. This includes our holistic investment and planning solutions designed to align with your objectives and support your legacy—all with the goal of helping you get more out of life.

Advising Since

2003
Assets*

$9.96B
Employees

115+
Our Team Includes

> 13 CFA, 6 CPA, 5 JD, 7 CFP, 1 CAIA
> 25+ investment professionals
> 20+ years average industry experience
Equity Strategies

5
Fixed Income Strategies

5
Mutual Funds

4
Alternative Strategies

5

Data as of September 30, 2024. *Assets exclude proprietary mutual funds in SMAs and do not reflect regulatory reported AUM.

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 robust 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.

Our 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 2023 alone, Ancora supported over 60 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.

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

Fred DiSanto, Chairman & CEO