ANCORA

Tax planning services

Financial services, namely, portfolio and money management for high net worth clients and institutional investors consisting of mutual funds, hedge funds, equity investments, fixed income investments, alternative investments options and asset allocation strategies; Investment advice for individuals, institutions and charitable organizations; Investment advice for mutual fund managers; Private equity strategies; Private financial asset management; Mutual fund brokerage, financial management, and investment; Financial planning advice for individuals, namely, retirement income planning and estate planning; Insurance services for individuals and institutions, namely, evaluation, placement and monitoring of policies in the fields of long term care policies, health policies, life insurance policies, disability policies and annuities