Welcome to the Ancorato Admiral’s Club
Your Strategy Resource Center.
Welcome, Admiral Club members. Access Ancorato’s structured note SMA strategy information, explore available portfolios, and quickly navigate to the resources you need.
Explore Strategies →This webpage, its URL, and any linked strategy materials are intended solely for individuals approved by Ancorato to receive them. Please do not forward, share, reproduce, or distribute this webpage, its link, or its contents without prior authorization from Ancorato. Access to this page does not constitute investment advice or a recommendation to invest.
Strategy information, all in one place
Designed for Admiral Club members currently allocating with Ancorato, this resource center provides convenient access to strategy objectives, portfolio information, and dedicated strategy webpages.
Built for clients who want steady income and modest growth, without equity-level volatility — BISN and BGSN combine broad-based index exposure with a disciplined approach to limiting downside.
- Objective
- Seeks to generate current income in the mid-to-high single-digit range.
- Strategy
- Utilizes broad-based indices as underliers with a typical range of 30%–40% downside protection.
- Objective
- Seeks to generate total annualized return in the high single-digit to low double-digit range.
- Strategy
- Utilizes broad-based indices as underliers with a typical range of 30%–40% downside protection.
FISN and AGSN are Ancorato's flagship strategies — the widest-adopted core of our platform, built for advisors who need consistent income and growth outcomes with a repeatable, rules-based process.
- Objective
- Seeks to generate consistent income in the low-to-mid double-digit range.
- Strategy
- Utilizes broad-based indices and sector ETFs as underliers with a typical range of 30%–40% downside protection.
- Objective
- Seeks to generate total annualized return in the low-to-mid double-digit range.
- Strategy
- Utilizes broad-based indices and sector ETFs as underliers with a typical range of 30%–40% downside protection.
Built for advisors who want equity-like upside potential, paired with a disciplined approach to limiting downside. OGSN is Ancorato's highest-conviction growth strategy, combining full growth exposure with a rules-based approach to managing risk.
- Objective
- Seeks to generate total annualized return in the 20%+ range.
- Strategy
- Utilizes individual stocks as underliers with a typical range of 30%–40% downside protection.
This page and its URL are provided by invitation to Ancorato-approved recipients only. Do not share or distribute the link or materials without Ancorato's authorization.
Contact Ancorato
Your Ancorato Team.
Already allocating with Ancorato? Your dedicated team is here to assist with strategy questions, account support, and ongoing needs.
Your dedicated contacts
Contact your regional representative or our advisor support team whenever you need assistance.
West Region
Andrew Burghardt
VP of Capital Markets
East Region
Patrick LeBlanc
VP of Capital Markets
Nationwide Support
Thomas Monaghan
Advisor Concierge
General inquiries
For other questions, reach out to Shannon Cyr.