The Ancora Managed Account Program is designed for high-net worth individuals with a minimum of $1,000,000 to invest. Individual brokerage accounts are set up for each client and managed according to that client's specific objectives. Ancora Managed Account clients receive personalized attention and benefits, including direct access to Ancora Portfolio Managers and Research Analysts, personalized portfolio tax planning and a competitive fee structure. 

Our Equity Strategies focus on identifying stocks with a significant margin of safety that are trading below their private market value. This involves analyzing potential positions on a stock by stock basis with a focus on valuation. We offer domestic equity strategies across the risk spectrum for both institutional and individual investors:

Our Fixed Income Strategy strives to produce well-diversified fixed income portfolio consisting of dollar denominated, high credit quality securities. Our Fixed Income approach centers on the management of three areas: Sector Allocation, Credit Quality, and Duration/Maturity. In addition to preserving the capital of our clients, the fixed income portfolio is to provide a real return (above the rate of inflation) over a long period of time commensurate with the risk profile of the client. With universal access to investment research and analytics, we differentiate ourselves and achieve results with the way that investment research is utilized and consistently applied. Even in the efficient and transparent marketplace of the 21^st century, we operate in, and actively shop markets among competing dealers to add value to a portfolio's returns.

Our Balanced Strategies allow significant diversification across domestic stocks and bonds. Clients may also chose to allocate their assets across a combination of the Equity and Fixed Income Strategies described above.  Hybrid Income consist of bonds, preferred shares, convertible securities, closed-end investment companies which invest in these securities, and, to a minor extent, common shares with superior dividends. Certain debt and preferred stock may be convertible into common shares.