Ancora Advisors LLC

Ancora Advisors, LLC is a registered investment advisor specializing in customized portfolio management for individual investors, high-net-worth individuals, mutual funds, and institutions. Ancora Advisors offers tailored investment recommendations based on each client's parameters, time horizon, risk tolerance, and return objectives. The firm manages both separately managed accounts and selective allocations to affiliated private funds for qualified investors. Investment strategies span across equities (such as small-to-mid cap core and dividend value equity) and fixed income (including taxable and municipal bonds, as well as cash management), alongside managed allocation models. Ancora Advisors operates primarily on a discretionary basis, though non-discretionary arrangements are available under certain circumstances. As part of the Focus Financial Partners network, Ancora Advisors also provides access to credit and insurance solutions through affiliated entities. The firm emphasizes rigorous valuation screening and fundamental research, aiming to build diversified portfolios aligned with client goals.