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.