Bloomfield Hills, MI Office

Ancora Private Wealth Advisors provides customized portfolio management and lifetime wealth planning primarily for high‑net‑worth individuals and families, as well as pension, profit‑sharing and 401(k) plans. The firm typically manages accounts on a discretionary basis, integrates held‑away accounts (such as 401(k) and 529 plans) into client relationships, and generally requires a $750,000 relationship minimum.

Ancora’s investment process combines top‑down macro assessment with fundamental equity analysis and fixed‑income structuring, using individual securities, mutual funds, ETFs, alternative investments and private placements as appropriate. Portfolios are managed through a mix of custom and model allocations, may employ sub‑advisers for strategies like direct indexing, and the firm may accept performance‑based fees for certain specialized or concentrated accounts.

Ancora is part of the Focus Financial Partners platform and operates alongside several affiliated entities that extend its capabilities: Ancora Advisors, LLC manages the Ancora Trust mutual funds, Ancora Alternatives, LLC serves as general partner and commodity fund manager (CFTC‑registered) for private funds, and Ancora Retirement Plan Advisors provides pension consulting. The firm’s affiliations also include an affiliated broker‑dealer (Inverness Securities LLC), a Focus affiliate that facilitates insurance placement (Focus Risk Solutions), and access to UPTIQ credit and cash‑management programs with revenue‑sharing arrangements — features that are less common among multi‑team peers.