Ancora Managed Accounts

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Tax Exempt Fixed Income

The Tax Exempt Fixed Income Strategy seeks to provide a real return over a long period of time to commensurate with the risk profile of the portfolio for tax-exempt portfolios. The Fixed Income – Tax Exempt Strategy pursues these objectives by investing primarily in income-producing municipal securities.

The portfolio comparison for this strategy is the Merrill Lynch Municipal 3-7 Year Index, a widely recognized unmanaged index of bond prices. The Index is representative of a broader market and range of fixed income securities than the ones found in these portfolios.

Ancora presents the performance of the Tax Exempt Fixed Income Strategy in compliance with Global Investment Performance Standards.

A performance evaluation of this strategy is currently available by calling 216.593.0172