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You have two choices
with regards to the type of investment that Ancora Advisors can
manage for you:
The Ancora Mutual
Funds:
These mutual funds offer the investors a quick and easy way to obtain
the services of Ancora's investment
management team. Typically,
Mutual Funds are suitable for investors with less than $500,000
to invest. All Ancora investment styles are available using a
mixture of the funds from within our fund family. Using the Ancora Mutual Family of Mutual Funds,
our advisors can assist you in setting up an asset allocation
strategy and creating an overall investment program that best suits your needs.
Click here to continue and open an
Ancora Mutual Fund Account.
A Separately Managed Account:
A Separately Managed Account is suitable for higher net
worth individuals, typically those with over 1 million dollars
in of invest-able assets. There are various
investment
strategies and styles that Ancora Advisors may use to manage
these types of investments. If you are considering a Separately
Managed Account, please contact
Brian
Hopkins to discuss options you have when using a this type
of investment. Other services may also be bundled
with your account to include check writing, monthly
distributions, and loans. Once you have decided to open a
Separately Managed Account, the process is straightforward.
Click here to continue and
open a Separately Managed Account
If you still have
questions about which investment vehicle is the right choice
contact Brian Hopkins at 216.825.4000. Brian will assist you in
determining which program best suits your needs based on your
individual circumstances
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