Founded in 2003 and based in Cleveland, Ohio, Ancora is an employee-owned investment advisory firm. The company's mission is to provide comprehensive, integrated financial solutions tailored to the unique needs of its clients, who include high-net-worth individuals, families, and institutional investors. Ancora's services encompass wealth management, family wealth planning, and advisory services for retirement plans and non-profit endowments. They emphasize a disciplined investment approach and a commitment to acting as a fiduciary for their clients.

Founded in

United States