Simplifying Structured Investments
We manage the complexity so you can focus on your clients — institutional-grade diligence, risk management, and reporting, built into a single platform.
A single platform that makes structured notes approachable and efficient.
Structured notes offer real potential, but most advisors avoid them — too complicated, too time-consuming, too hard to monitor once they're in a book of business.
Our in-house active management team handles due diligence, product sourcing, and ongoing market monitoring, so you can deliver institutional-level solutions to your clients without taking on the extra workload yourself.
Ancorato does the heavy lifting for you.
Active Management
We manage the entire lifecycle — design, execution, and maturity, including full reporting — so advisor capacity stays free for clients.
Risk Management
Built-in guardrails — issuer caps, per-trade size limits, and breach thresholds — grounded in rigorous backtesting.
Due Diligence
Deep, ongoing diligence — backtesting, breach history, issuer diversification, and note-level filtering — before anything reaches a client portfolio.
Diversification
Exposure spread across issuers, structures, maturities, and market themes — a balanced mix most advisors couldn't build on their own.
Join Us
Simplifying Structured Notes with Active Management
Ancorato is an innovator in actively managed SMAs using structured notes designed to achieve specific objectives such as income or growth. Our investment team follows a rules-based investment and management process designed to mitigate risk and maximize performance. Join this webinar to learn:
- How structured investments can generate income and manage risk through active management strategies
- How to incorporate structured notes into client portfolios to enhance yield and diversification
- How active management simplifies implementation and saves advisors time while potentially improving outcomes