Client Service

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.

Team Approach

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. 


Reporting

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. 


Custody

You are free to select any broker dealer for your brokerage account. Ancora Advisors has established relationships with Pershing (through Ancora Securities), Charles Schwab, Fidelity and TD Ameritrade. Should you choose to place your assets at one of these brokerage firms, we will continue to be your primary source of contact for all account related needs. In addition, we can overlay our management services on your existing custodial relationship if that is preferential. 

Client Meetings

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, CEO fred@ancora.net, 216-825-4000 or John Micklitsch, CFA, CAIA, Chief Investment Officer johnmick@ancora.net, 216-825-4000.