Ancora Advisors is a 100% employee owned firm. As a result, client service is extremely important to us. We believe you will find the Ancora Private Client service experience to be exceptional. Our goal is to exceed your service expectations in everything we do.
Every client of Ancora Private Client has a service team assigned to handle any need that might arise including contributions and withdrawals from your account(s). The team includes a relationship manager who acts as the point person on the account, but also includes a portfolio manager and a relationship manager assistant.
In addition to monthly custodial brokerage statements, Ancora Private Client prepares a more comprehensive quarterly report prepared via Advent APX, a leading portfolio accounting and reporting system. All reports are available in hard copy or electronic distribution format depending on each client's personal preference.
Ancora Private Client meets regularly with clients to review all aspects of their portfolio. These meetings take place face to face and via phone calls, but at all times your team will be accessible and responsive to your questions.
Estate and Tax Coordination
Ancora Private Client will work very closely with your legal, estate and tax advisors to ensure that all aspects of your accounts are consistent with your legal, estate and tax planning needs.
For more information on Ancora Private Client Group's services please contact Fred DiSanto, Chief Executive Officer, email@example.com, 216-825-4000 or John Micklitsch, CFA, CAIA, Chief Investment Officer, firstname.lastname@example.org, 216-825-4000.