Ancora is an employee owned, Cleveland born, financial advisory firm focused on providing exceptional client service in investment management, private wealth management, institutional strategies and retirement planning. The Ancora umbrella of companies includes three separate and distinct RIA’s, a broker dealer and an insurance company. This structure allows the firm to offer clients a total wealth management solution that incorporates institutional quality investment management with sophisticated lifetime planning. Ancora has flourished into one of the Midwest’s leading independent investment and integrated wealth advisory firms with approximately $5 billion of assets under management on behalf of family clients, institutions, foundations and endowments, and retirement plans. As a team, the principals and investment professionals of Ancora have been working together for approximately twenty years, resulting in a natural partnership of shared values and culture.
I have an opportunity to grow with them and have a successful career.
As an organization we try to be great, and I find that very motivating.
Our leadership is always visible and engaging with everyone who works here. They make everyone feel like part of the success of our team.
I truly feel valued as an employee. I am part of a team in which everyone has each other's back.
Ancora makes all decisions with their clients in mind