Investment Strategies
    Our Program
        EQUITYSTRATEGIES
            Large Cap
            Small Cap
            All Cap
        Fixed Income Strategies
            Taxable
            Tax Exempt
        Balanced Strategies
            Hybrid Income
            Balanced Allocation
            Asset Allocation
 
Balanced Allocation Strategy

Balanced portfolios consist of some combination of the Core Equities Strategy, Special Opportunity Strategy and Income Strategy. Ancora managers will decide the specific ratio into which each portfolio is divided among these three categories, based upon available opportunities and general market conditions. An individual can achieve a specific pre-defined ratio between these three categories by dividing the portfolio assets into three separate accounts, each focused exclusively on the three strategies listed above.

Copyright © 2008 Maxus Information Systems. All rights reserved.