Ancora Advisors LLC is a client focused investment 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 Advisors LLC is a registered investment advisor (RIA) focused on asset allocation, equities, fixed income and alternative strategies and solutions. Founded in 2003, Ancora manages approximately $2.2 billion in discretionary assets on behalf of individual and institutional clients.
Our firm manages customized investment portfolios for high net worth individuals and families. We pride ourselves on our years of investment management expertise in constructing portfolios that help each client reach their unique goals.
For institutional investors we offer highly disciplined fixed income and equity strategies. Our expertise focuses on taxable and tax-exempt investment grade fixed income, smaller company domestic equities and dividend paying stocks.
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.
Through our subsidiary company Source Companies Inc., we offer small to medium sized businesses comprehensive retirement plan services and solutions including an open architecture 401(k) plan solution that is unique to Ancora and its clients.
Dear Clients and Friends,
We are pleased to announce that The Ancora Group, Inc. and Inverness Holdings, LLC have entered into a merger agreement to create one of the leading independent investment and integrated wealth management firms in the Midwest.
We believe this is a significant event for Ancora and in particular our ability to serve our high net worth clients with the addition of comprehensive wealth planning and an even deeper investment team. We look forward to discussing more about this exciting business combination with each of you personally. If you have any questions in the meantime, please do not hesitate to reach out to us directly at 216-825-4000. A copy of the press release announcing the merger can be found by clicking here.
We thank you for your continued support as we continue to grow in ways that we believe will provide even more value to our relationship with each of you.
Ancora Advisors LLC
Chairman & CEO
For more information on Inverness Holdings, LLC please visit www.invernesswealth.com