Customized investment management for corporations, endowments, and individuals. Offering value equities, mutual funds, and ETFs.
Location
Cleveland, OH, US
Founded
2001
Ancora is a comprehensive investment management firm offering tailored solutions for corporations, endowments, foundations, and individuals. The firm provides a range of investment options, including value equities, mutual funds, and exchange-traded funds, with a focus on customized portfolio management. Ancora's services span family wealth planning, asset management, retirement plans, and insurance solutions.
The firm is known for its entrepreneurial spirit and experienced portfolio managers who deliver distinctive investment strategies. Ancora's approach emphasizes robust wealth and risk management to help clients achieve their financial goals. Notable portfolio companies include Digital Global Systems and Norfolk Southern, demonstrating the firm's diverse investment interests across various sectors and stages of company growth.
Ancora - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies3
Current Portfolio Count2
Total Portfolio Exits1
Top Investment Stages
Series A1 (50.0%)
Series B1 (50.0%)
Stage Mix
Series A 50%Series B 50%
Concentration shown as share of disclosed investments by stage.
