Business Details
23 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Founded in 2003, Ancora has grown into a trusted name in private wealth advisory and institutional asset management. Our firm combines the expertise of a global institution with the personalized service of a boutique firm, offering tailored investment strategies and comprehensive wealth management solutions. With over $10.5 billion in assets under advisement and 110+ employees, we prioritize client relationships, viewing our clients as family. Our team includes 25+ investment professionals with an average of 20+ years in the industry, ensuring deep expertise across equity, fixed income, and alternative strategies. We maintain a strong commitment to community impact, supporting over 50 local organizations annually.Ancora's entrepreneurial spirit drives our results-oriented approach, delivering sophisticated financial solutions aligned with individual client goals. Our services span estate planning, retirement plans, commercial insurance, and proprietary mutual funds, backed by a culture of transparency and dedicated support. Headquartered in Cleveland, Ohio, with offices in Detroit and Naples, we serve clients nationwide while maintaining a local, relationship-driven approach. Our accolades include reaching $10 billion in assets and expanding through strategic acquisitions that enhance our service capabilities. At Ancora, we believe in achieving morenot just for our clients, but for the communities we serve.
Services
Investment Management
Wealth Planning
Insurance Solutions
Retirement Plans
Asset Management
Mutual Funds
Alternatives
Commercial Insurance
Employee Benefits
Dividend Value Strategy
Details
- Year established: 2003
Highlights and features
- We offer 20+ years average industry experience across 25+ investment professionals.
- Our proprietary investment strategies align with client-specific financial objectives.
- We provide dedicated support through a relationship-driven advisory approach.
- Our team includes 13 CFA charterholders, 5 CPAs, and 7 CFP professionals.
- We maintain $10.5 billion in assets under advisement with 110+ employees.
Services
Investment Management
Ancora provides customized investment management solutions using proprietary strategies across equity, fixed income, and alternative asset classes. Our experienced team creates diversified portfolios aligned with client risk tolerance and financial goals. With $10.5 billion in assets under advisement, we combine institutional expertise with personalized service to optimize long-term returns for individuals and institutions.
Wealth Planning
Our comprehensive wealth planning services integrate estate, tax, and retirement strategies to preserve client assets across generations. We develop tailored plans addressing unique family needs while leveraging sophisticated risk management solutions. The team includes 7 CFP professionals and 5 JD holders to ensure legal and tax-efficient wealth transfer strategies for high-net-worth clients.
Retirement Plans
Ancora specializes in designing and managing retirement plans for businesses and individuals, offering scalable solutions from 401(k)s to defined benefit plans. Our expertise includes fiduciary services and investment selection to help clients achieve long-term retirement goals. With 20+ years of experience, we serve as a trusted advisor for employer-sponsored retirement programs.
Insurance Solutions
Through acquired insurance expertise, Ancora provides comprehensive risk management solutions including life, disability, and long-term care insurance. Our approach integrates insurance products with overall wealth plans to protect client assets against unforeseen events. The service combines financial planning with insurance expertise to create holistic risk mitigation strategies.
Asset Management
Ancora's asset management division offers active portfolio management across multiple strategies including dividend value, small-cap, and micro-cap funds. With 5 equity and 5 fixed income strategies, we provide diversified options for institutional and individual investors. Our approach combines fundamental research with risk-controlled methodologies to deliver consistent performance across market cycles.
People
Fred DiSanto
Chairman & CEO
Fred DiSanto founded Ancora in 2003 and serves as Chairman & CEO, leading the firm's strategic direction. With decades of financial industry experience, he expanded Ancora through strategic acquisitions while maintaining its employee-run RIA structure. Under his leadership, assets grew from inception to $10.5 billion.
Questions
What services does Ancora offer?
Ancora provides investment management, wealth planning, insurance solutions, retirement plans, and asset management services tailored to individual and institutional clients.
How does Ancora personalize financial strategies?
Our team creates customized solutions by integrating proprietary investment strategies with comprehensive wealth planning, considering each client's unique financial goals and risk profile.
What experience does Ancora's team have?
Ancora's 110+ employees include 25+ investment professionals with 20+ years average industry experience, including 13 CFA charterholders and 7 CFP professionals.
Where is Ancora located?
Ancora's headquarters are in Mayfield Heights, Ohio, with additional offices in Detroit, Michigan, and Naples, Florida, serving clients nationwide.
How does Ancora support community initiatives?
Ancora supports over 50 local organizations annually through charitable contributions and employee volunteer efforts, reflecting our commitment to community impact.
