ACCESS ANCORA'S MANAGEMENT TEAM

There are two methods you can use to access the money management team at Ancora Advisors:

Ancora Family of 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.

Ancora Separately Managed Account:

A Separately Managed Account is suitable for higher net worth individuals, typically those with over 1 million dollars 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 Eric Woidke 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.