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

The Balanced Composite consists of some combination of asset allocation to Cash, Equity and to Fixed Income. 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. The Balanced Composite is benchmarked to a blended, synthetic index based on 50% Barclay Aggregate Bond and 50% S&P 500.

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