Ancora

What is Ancora?

Ancora is a Cleveland, Ohio-based family office providing a wide array of financial services to individuals, businesses, and institutions. As a private wealth advisor and institutional asset manager, Ancora specializes in creating distinctive investment strategies and robust wealth & risk management solutions that aim to help clients achieve their financial objectives.

With a deep commitment to personal service, Ancora builds relationships with clients to understand their unique situations and tailor their offerings accordingly. Ancora's services encompass private wealth management, including estate and wealth planning, investment management, and insurance.

For businesses, Ancora offers corporate solutions like investment management, retirement plans, employee benefits, and commercial insurance. Ancora's asset management segment provides various investment options such as equity, dividend value strategy, Ancora/Thelen small and mid-cap strategy, small-cap core strategy, and micro-cap strategy. In the fixed income space, they offer intermediate aggregate and short aggregate strategies.

Ancora extends its product line to include mutual funds, featuring the Ancora Dividend Value Equity Fund, Ancora/Thelen Small Mid Cap Fund, Ancora MicroCap Fund, and Ancora Income Fund. Furthermore, Ancora provides alternatives for those looking for different investment avenues.

Through this comprehensive portfolio of services, Ancora serves a diverse clientele, enabling them to navigate complex financial landscapes and work towards their wealth management goals.