Ancora Holdings Inc. is a client focused investment management and family wealth advisory firm that operates with the highest level of integrity and honesty in all aspects of our business. This is accomplished through a culture of entrepreneurial spirit that encourages teamwork, excellence, accessibility, humility and accountability in everything we do.
Ancora's Family Wealth division creates lifetime wealth plans and manages customized investment portfolios for both families and individual clients. We pride ourselves on our years of planning and investment expertise in constructing goals based solutions that create trusting, long-term relationships with our clients.
Ancora offers institutional investors highly disciplined equity, fixed income, and alternative investment strategies. Our expertise focuses on taxable and tax-exempt investment grade fixed income, smaller company domestic equities, and dividend paying stocks.
Ancora's Retirement Plan Services division provides businesses in Northeast Ohio and throughout the Midwest, with comprehensive retirement plan services and solutions including open architecture 401(k) plans that are individually designed to fit the unique needs of each company we serve.
The Ancora family of mutual funds offers investors and financial advisors convenient access to a suite of highly differentiated mutual funds focused on income, special situations, small-mid cap and microcap securities.