Business Details
23 Years
experience
Your Trusted Partner for Wealth Management Solutions
Founded in 2003, Ancora has established itself as a trusted private wealth advisor and institutional asset manager. Our team of experienced professionals, including over 25 investment specialists and numerous credentialed experts like CFAs, CFPs, and CPAs, is dedicated to delivering tailored financial solutions. We operate as an SEC-registered RIA, prioritizing fiduciary responsibility and client-centric service. With $10.5 billion in assets under management and offices in Cleveland, Detroit, and Naples, we combine the expertise of a global institution with the personalized approach of a boutique firm. Our services span wealth planning, investment management, insurance consulting, and corporate solutions, designed to align with each client's unique goals.We emphasize long-term relationships, transparent communication, and strategic tax optimization to help clients achieve financial security. Our community involvement reflects our commitment to supporting causes important to our clients and employees. Through proprietary investment strategies and a focus on risk management, we aim to deliver consistent, results-driven outcomes. Ancora's growth milestones, including crossing $10 billion in assets in 2025, underscore our dedication to excellence. We continue to innovate while maintaining our core ethos of treating clients as family.
Services
Private Wealth Services
Investment Management
Estate Planning
Insurance Consulting
Retirement Plans
Corporate Solutions
Asset Allocation
Risk Management
Tax Planning
Charitable Giving
Details
- Year established: 2003
Highlights and features
- We have over 20 years of experience in wealth management and asset allocation.
- Our team includes 25+ investment professionals with credentials like CFA and CFP.
- We operate as an SEC-registered RIA, prioritizing fiduciary responsibility.
- Our proprietary investment strategies focus on tax optimization and risk management.
- We maintain a client-centric approach with personalized service and transparent communication.
Services
Private Wealth Services
Ancora's private wealth services offer customized financial strategies for high-net-worth individuals and families. We focus on long-term wealth preservation, tax-efficient investing, and estate planning. Our dedicated team collaborates with clients to address unique financial goals and risk tolerances.
Investment Management
Our investment management solutions combine proprietary strategies with institutional-grade research to optimize portfolio performance. We emphasize diversification across asset classes, risk-adjusted returns, and tax-conscious investing tailored to individual client objectives.
Estate Planning
Ancora's estate planning services integrate financial, tax, and legal considerations to ensure seamless wealth transfer. We work with clients' advisors to create strategies that minimize tax liabilities and align with family legacy goals.
Insurance Consulting
Our insurance consulting identifies appropriate coverage for personal and business assets. We evaluate life, disability, property, and casualty needs to create comprehensive protection plans that complement overall financial strategies.
Corporate Solutions
Ancora provides tailored financial services for businesses, including retirement plans, employee benefits, and asset management. We help organizations attract talent, protect assets, and build financial strength through customized investment and risk management strategies.
People
John Bartels
President, Private Wealth
John Bartels leads Ancora's private wealth initiatives, focusing on client relationships and strategic growth. With extensive industry experience, he ensures delivery of personalized financial solutions aligned with client objectives.
James Chadwick
President, Alternatives
James Chadwick oversees alternative investment strategies at Ancora. His expertise in non-traditional assets enhances portfolio diversification and risk-adjusted returns for institutional and private clients seeking sophisticated solutions.
Brian Spear
Managing Director, Employee Benefits
Brian Spear specializes in designing comprehensive employee benefits programs. He helps businesses attract talent through strategic retirement plans and insurance solutions tailored to organizational needs and workforce demographics.
Sonia Mintun
Managing Director, Portfolio Manager
Sonia Mintun, a CFA charterholder, manages investment portfolios with focus on equity strategies. Her analytical approach and market insights contribute to Ancora's proprietary investment solutions for clients.
David Sowerby
Managing Director, Portfolio Manager
David Sowerby, also a CFA charterholder, oversees fixed income and alternative investment strategies. He brings deep expertise in constructing diversified portfolios that balance risk and return for Ancora's clients.
Questions
What services does Ancora offer?
Ancora provides private wealth management, investment strategies, estate planning, insurance consulting, retirement plans, and corporate financial solutions tailored to client needs.
How does Ancora personalize financial plans?
We conduct comprehensive analyses of clients' financial situations, goals, and risk profiles to create customized strategies that evolve with their needs.
Is Ancora a fiduciary?
Yes, as an SEC-registered RIA, we are legally obligated to act in our clients' best interests at all times.
What areas does Ancora serve?
Ancora operates in Cleveland, Ohio; Detroit, Michigan; and Naples, Florida, with nationwide capabilities through digital platforms.
How can I start working with Ancora?
Contact us through our website or office locations to schedule a consultation and begin creating your personalized financial plan.
