Ancora Alternatives

Terms & Conditions

Website Terms and Conditions of Use

Please read these Terms and Conditions (“Terms”, “Terms and Conditions”) carefully before using the https://ancora.net website (the “Service”) operated by Ancora Holdings Group LLC and its affiliates (“Ancora”, “us”, “we”, or “our”).

Your access to and use of the Service is conditioned upon your acceptance of and compliance with these Terms. These Terms apply to all visitors, users and others who wish to access or use the Service. We may amend these Website Terms of Use, from time to time without notice to you by posting the most recent version on this Website.

Please access and review these Website Terms of Use regularly. If you find any of the terms or conditions of these Website Terms of Use unacceptable to you at any time, please discontinue your use of this Website. By continuing to access this Website after the date of any amendments to these Website Terms of Use, you agree to be bound by the amended Website Terms of Use.

Certain sections, documents or pages on this Website may contain separate terms, conditions, disclosures or disclaimers, which are in addition to the Website Terms of Use. In the event of a conflict, the additional terms, conditions, disclosures and disclaimers will govern for those sections or pages. These Website Terms of Use are in addition to those that apply to any accounts or services you may have with us.

Use of the Website

You agree that you will not engage in any activities related to this Website that are contrary to applicable law, regulations or the terms of any agreements you may have with us, our vendors, or other third parties in connection with your use of this Website. You further agree to establish commercially reasonable security procedures and controls to protect any of your confidential information. Further, you agree not to misuse this Website or its contents. This Website is intended for persons who are thirteen years old or older. If you are under thirteen, do not use this Website. If you need accommodations in order to use this Website, please contact our client service staff by using the “Contact” page on this Website. Some information is only accessible under given condition such as if the requested information requires eligibility. Private Fund information is only accessible under give conditions, such as the qualified or accredited status of the individual, as defined by SEC rules.

Use of Information Included on this Website

All information provided on this Website is intended for informational purposes only. All information is believed to be reliable, but is not warranted to be accurate, timely or complete, nor is any information intended to constitute financial, accounting, legal or tax advice. Many factors unknown to us may affect the applicability of any statement or comment made on the Website to your particular circumstances. You should consult directly with your tax or legal advisor or other financial provider before acting on any information on this Website. Investment services are not bank deposits or insured by the FDIC or other entity, and are subject to investment risks, including possible loss of principal amount invested.

Website Cookies

We may utilize online identification technologies – such as cookies, web beacons, or pixels – on the Websites. “Cookies” are small text files placed on your hard drive that assist us in providing a more customized website experience. For example, a cookie can be used to store registration information in an individual site or area of a site so that you do not need to re-enter it on subsequent visits to that site or area. We use these technologies to make navigation of the Websites easier for you and to better deliver tailored content to you.

We may also use these technologies to gather tracking information and statistics regarding use of the Websites. For example, we collect information about page visits and navigation to determine what articles and topics are of greatest interest and if users are able to find content easily. Likewise, we collect information about which articles and videos are viewed and whether videos are viewed in their entirety to determine what content is of most interest to users. We also use tracking information to generate various reports regarding use of the Websites. These reports contain aggregated information about users.

We may utilize online identification technologies from marketing partners, third party sites and social media platforms. These technologies help us measure the efficacy of our marketing and awareness campaigns and to understand how visitors navigate to the Websites from an Ancora ad. We use these technologies to compile statistics about visitors who interact with the Websites and other Ancora online content, to gauge the effectiveness of our ads, and to provide more pertinent information to our visitors.

We may use site analytics providers that may set cookies in your browser. Site activity information collected by these analytics providers may be combined with personal information we hold about you. Information about the cookies used on our Websites can be found here: Cookie Disclosure. Individual sites may use additional cookies or third-party analytic tools. For more information about the cookies and third-party tools used on individual sites, please review the cookie information on the individual sites you visit.

Many browsers permit individuals who are concerned about cookies to decline them. In most cases, you may refuse or delete one or more cookies and still access the Websites, but the functionality of the sites you want to visit may be impaired. You may delete site cookies from your system after you finish browsing the Websites if you wish to do so. In order to manage the Websites properly we also log information on our operational systems and identify categories of visitors by items such as domains, browser types, and IP addresses. Statistics are reported in the aggregate to our webmasters. We gather this information so that the Websites present the best web experience for visitors. Anonymous log information is also an effective information resource.

By using our Websites, you consent, where such consent is necessary and valid under applicable law, to our use of the cookies listed in our Cookie Disclosure and the placement of these cookies on your device for the purposes described. You can control and manage cookies using your browser. Please note that removing or blocking cookies can impact your user experience and some functionality may no longer be available.

Security

Do not communicate confidential information to us over the Internet, or request that we communicate confidential information to you over the Internet. If you choose to communicate confidential information to us over the Internet or request that we communicate information to you over the Internet, we will not be responsible for any losses or damages you may incur as the result of such communication.

Intellectual Property

The Service and its original content, features and functionality are and will remain the exclusive property of Ancora Holdings Group LLC and its licensors. The Service is protected by copyright, trademark, and other laws of both the United States and foreign countries. Our trademarks and trade dress may not be used in connection with any product or service without the prior written consent of Ancora Holdings Group LLC.

Links To Other Web Sites

Our Service may contain links to third party web sites or services that are not owned or controlled by Ancora Holdings Group LLC.

Ancora Holdings Group LLC has no control over, and assumes no responsibility for the content, privacy policies, or practices of any third party web sites or services. We do not warrant the offerings of any of these entities/individuals or their websites.

You acknowledge and agree that Ancora Holdings Group LLC shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of or reliance on any such content, goods or services available on or through any such third party web sites or services.

We strongly advise you to read the terms and conditions and privacy policies of any third party web sites or services that you visit.

Hyperlinks are Not Endorsements

Links to other websites or references to other products, services or publications do not imply the endorsement or approval of such websites, products, services or publications by us. Third party websites reached through links from this Website may also have privacy and security policies different from us, and may provide less security. We are not responsible for the collection, use, or security of information by companies outside of us that may be linked to on this Website. If you choose to access any software available through links from this Website, you should take reasonable and appropriate precautions to scan for computer viruses and ensure compatibility of the software with your specific computer system. You should also ensure that you have a complete and current backup of the information contained on your computer system prior to installing such software. Please review the privacy and security policies of websites reached through links from this Website.

Trademark Notice

All trademarks, logos and company, product and service names are property of their respective owners. Any logos or company, product and service names used herein are for identification purposes only. Use of these names or logos does not imply endorsement.

Termination

We may terminate or suspend your access to the Service immediately, without prior notice or liability, under our sole discretion, for any reason whatsoever and without limitation, including but not limited to a breach of the Terms. All provisions of the Terms which by their nature should survive termination shall survive termination, including, without limitation, ownership provisions, warranty disclaimers, indemnity and limitations of liability.

Indemnification

You agree to defend, indemnify and hold harmless Ancora Holdings Group LLC and its licensee and licensors, and their employees, contractors, agents, officers and directors, from and against any and all claims, damages, obligations, losses, liabilities, costs or debt, and expenses (including but not limited to attorney’s fees), resulting from or arising out of a) your use and access of the Service, or b) a breach of these Terms.

Limitation Of Liability

In no event shall Ancora Holdings Group LLC, nor its directors, employees, partners, agents, suppliers, or affiliates, be liable for any indirect, incidental, special, consequential or punitive damages, including without limitation, loss of profits, data, use, goodwill, or other intangible losses, resulting from (i) your access to or use of or inability to access or use the Service; (ii) any conduct or content of any third party on the Service; (iii) any content obtained from the Service; and (iv) unauthorized access, use or alteration of your transmissions or content, whether based on warranty, contract, tort (including negligence) or any other legal theory, whether or not we have been informed of the possibility of such damage, and even if a remedy set forth herein is found to have failed of its essential purpose.

Disclaimer

Your use of the Service is at your sole risk. The Service is provided on an “AS IS” and “AS AVAILABLE” basis. The Service is provided without warranties of any kind, whether express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, non-infringement or course of performance.

Ancora Holdings Group LLC its subsidiaries, affiliates, and its licensors do not warrant that a) the Service will function uninterrupted, secure or available at any particular time or location; b) any errors or defects will be corrected; c) the Service is free of viruses or other harmful components; or d) the results of using the Service will meet your requirements.

Enforceability

In the event any part of this Website is declared by any court or other judicial or administrative body to be null, void or unenforceable, said provision shall survive to the extent it is not so declared, and all other provisions of this Website shall remain in full force and effect.

Exclusions

Some jurisdictions do not allow the exclusion of certain warranties or the exclusion or limitation of liability for consequential or incidental damages, so the limitations above may not apply to you.

Governing Law

These Terms shall be governed and construed in accordance with the laws of Ohio, United States, without regard to its conflict of law provisions.

Our failure to enforce any right or provision of these Terms will not be considered a waiver of those rights. If any provision of these Terms is held to be invalid or unenforceable by a court, the remaining provisions of these Terms will remain in effect. These Terms constitute the entire agreement between us regarding our Service, and supersede and replace any prior agreements we might have had between us regarding the Service.

Changes

We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material we will provide at least a 30 day notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion.

By continuing to access or use our Service after any revisions become effective, you agree to be bound by the revised terms. If you do not agree to the new terms, you are no longer authorized to use the Service.

Privacy

Please see the Ancora Privacy & Cayman Island DPL GDPR Privacy Policies for more information.

Contact Us

If you have any questions about these Terms, please contact us by using the “Contact” page on this Website.

Last updated: August 15, 2024

Client Disclosures

About Ancora

Ancora Holdings Group LLC is the parent company of four registered investment advisers with the United States Securities and Exchange Commission; Ancora Advisors, LLC, Ancora Alternatives, LLC, Ancora Family Wealth Advisors, LLC and Ancora Retirement Plan Advisors, LLC. In addition, it owns two insurance agencies: Ancora Insurance Solutions LLC and Inverness Securities LLC. Inverness Securities is a FINRA & SIPC member broker dealer. A more detailed description of the firm, its products and services, management team and practices are contained in the firm brochures, Form ADV Part 2A and other disclosures upon request. Qualified prospective investors may obtain these documents by contacting the company at: 6060 Parkland Boulevard, Suite 200, Cleveland, Ohio 44124, Phone: 216-825-4000, or by going to ancora.net.

General Commentary Disclosures

This information is being provided as general market commentary only. It has been obtained from sources believed to be reliable and does not consider the specific investment objectives, financial situation or particular needs of any one client. The information in this report is not intended to be used as the primary basis of investment decisions, and because of individual client objectives, should not be construed as advice designed to meet the particular investment needs of any investor. The comments may not be relied upon as recommendations, investment advice or an indication of trading intent. Please consult your investment advisor, tax advisor or legal counsel to determine how strategies may relate to your individual circumstances. The thoughts and opinions expressed herein do not necessarily reflect the views of Ancora. Both past performance and yields are not reliable indicators of current and future results. Investing involves risk, including the possible loss of principal and fluctuation of value. It is not possible to invest directly in an index. Exposure to an asset class represented by an index may be available through investable instruments based on that index.

General Investment Disclosures

The Presentation is not, and does not otherwise contain, any offer or solicitation to purchase, including in any investment vehicle managed by Ancora. The mention of specific securities, the securities of foreign exchanges and investment strategies in this Presentation should NOT be considered an offer to sell or a solicitation of an offer to purchase any specific securities or securities listed on a particular foreign exchange. The Presentation should not be construed as legal or tax advice. An offer or solicitation may only be made pursuant to the applicable Fund’s subscription documents and only to investors who meet certain qualifications. The information presented herein should not be considered advice or a recommendation to purchase or sell any security (whether on the terms shown herein or otherwise), Please consult an Ancora investment professional on how the purchase or sale of specific securities can be implemented to meet your particular investment objectives, goals and risk tolerances.

Investment return and principal value will fluctuate so that an investment when redeemed or sold may be worth more or less than the original cost. Statistics, tables, graphs and other information included in this document have been compiled from various sources and are believed to be reliable. Ancora believes the facts and information to be accurate and credible but makes no guarantee to the complete accuracy of this information, including opinions, projections or statements on economic, market or similar forward-looking views. These views or statements may reflect various assumptions concerning anticipated results that are inherently subject to significant economic, competitive and other risks, uncertainties and contingencies. Thus, actual results may vary materially from estimates and targeted or projected results contained herein. An investment is deemed to be speculative in nature. Therefore, recipients are cautioned not to place undue reliance on such statements.

This content is for informational purposes only. No part may be reproduced in any manner without the written permission of Ancora. Each person who has received or viewed this content is deemed to have agreed: (i) not to reproduce or distribute this content, in whole or part; (ii) not to disclose any information contained in this document except to the extent that such information was (a) previously known by such person through a source (other than the Fund, its partners or advisors) not bound by any obligation to keep confidential such information, (b) in the public domain through no fault of the person, or (c) later lawfully obtained by such person from sources (other than the Fund, its partners or advisors) not bound by any obligation to keep such information confidential; and (iii) to be responsible for any disclosure of this document by such person or any of its employees, agents or representatives.

Private Fund Disclosures

Risk: There can be no assurance that investment objective will be met at any time. The commodities markets and the prices of various commodities may fluctuate widely based on a variety of factors. Performance may be linked to highly volatile commodity futures, options, or swaps, investors should only consider an investment as part of an overall diversified portfolio and should be willing to assume the risks of potentially significant fluctuations in its value. Commodities generally are volatile and are not suitable for all investors. Please refer to the investment’s investor documents for complete information regarding all risks associated with the investment. Investments are not FDIC insured and may lose value and have no bank guarantee. The value of the investment relates significantly to the value of the commodities held by the investment and fluctuations in their price could materially adversely affect the investment. Several factors may affect the value of the investments, including: A change in economic conditions, such as a recession, weather, interest rates, regulations, and more. Should there be an increase or decrease in the level of hedge activity of the commodities held by the investment, it could cause an adverse effect on performance.

The investment is offered to potential clients by the Confidential Private Offering Memorandum (CPOM), or Confidential Explanatory Memorandum (CEM), only. Admission is limited to those investors that meet the “Qualified Client”, “Qualified Purchaser” standards as listed on pages summarized herein and set forth in the CPOM or CEM. Prospective investors should review the CPOM or CEM prior to investing in the limited partnership. This Presentation SHOULD NOT be used as a substitute to reading the CPOM or CEM. Investments in limited partnership are subject to various investment, trading and foreign exchange risks including the risk of possible loss of principal, as more fully explained in the CPOM or CEM.