Client portfolio's generally focus on intermediate bond maturities and in investment grade or better credits. Our team has extensive experience working together and can tailor a bond portfolio that is right for you.
Ancora is a value oriented equity manager. We believe that company returns on capital and valuations revert to average levels over time. Therefore, we buy companies that have the potential to mean revert upwards and avoid companies that are likely to mean revert back to more normalized levels.
We believe that wealth management is the culmination of all that we have to offer as an investment firm.
Read Ancora Director of Wealth Management John Micklitsch's Smart Business article entitled "How analyzing correlatio…
Read the Ancora Market Commentary & Outlook (Q1 2012).
Read Brian Hopkins' article in Smart Business regarding how arbitrage can benefit the portfolios of high-net-worth in…
The Ancora Group has a strong history of philanthropic activity. We support charitable organizations with donati…
Ancora Advisors LLC ("Ancora") is Cleveland Ohio's Largest Independent Money Manager with over $2 billion dollars in customized investment portfolios for Corporations, Endowments, Foundations, Pension Plans, and Individuals.
Investment Management
Our proprietary investment management strategies include taxable and tax-free fixed income, value equities and the Ancora family of mutual funds.
Wealth Management Solutions
Our wealth management solutions combine low cost exchange traded funds (ETFs) and mutual funds with our unique in-house strategies. The result is a complete and cost effective multi-asset class wealth management solution that can be used to complement your investment portfolio.
Explore our website to learn more about what makes us the right choice for your most important investment decisions.
