WHAT HAPPENS
NEXT?
As soon as your new Separately Managed
Account is funded, or your assets have transferred to Ancora
Securities, we will begin working to position your account with the
stocks or income producing securities that the Advisory has chosen as
suitable for your risk tolerance..
It may take a few weeks or perhaps even months to fully work new
capital into the market. We let opportunities dictate the process - to
the extent that we identify compelling bargains in the market, capital
will be deployed - and vice versa.
If you would like to follow up with our team on any aspect of your new
managed account. We have conveniently provided their contact
information below:
Questions
regarding how the account will be managed or the stocks that are in
your portfolio:
Email:
Brian Hopkins or phone at 216.825.4000.
Questions
regarding depositing cash or transferring financial assets:
Email:
Nathaniel Lie or phone at 216.825.4006.
Questions
regarding capital gains and losses, or short vs. long term:
Email:
Joseph Spidalieri or phone at 216.825.4007.
