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 Inverness creates lifetime wealth plans and manages customized investment portfolios for family and individual clients. We pride ourselves on our years of planning and investment expertise in constructing solutions that create trusting relationships and help each client reduce stress in pursuit of 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.
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.
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.