Welcome to the Ancorato Admiral’s Club

Structured Note SMAs — Ancorato
Ancorato Conservative
BBI Income
Seeks to generate current income in the mid-to-high single-digit range using broad-based indices with meaningful downside protection.
  • Objective — Current income in the mid-to-high single-digit range.
  • Underliers — Broad-based indices.
  • Protection — 30%–40% typical downside buffer.
BBI Growth
Seeks to generate total annualized return in the high single-digit to low double-digit range using broad-based index underliers.
  • Objective — Total return in the high single-digit to low double-digit range.
  • Underliers — Broad-based indices.
  • Protection — 30%–40% typical downside buffer.

Featured Strategies
Flagship Strategies
A quick look at our two flagship SMAs. The 1-year and since-inception figures below are total-strategy performance, net of fees, as of June 30, 2026.
Ancorato Moderate
Flagship
FISN
Fixed-Income Structured Notes
Seeks to generate consistent income in the low-to-mid double-digit range using broad-based indices and sector ETFs.
1 Year
12.46%
Net of fees
Since Inception*
9.64%
Annualized · Net of fees
Performance as of June 30, 202630%–40% typical downside protection
  • Objective — Consistent income in the low-to-mid double-digit range.
  • Underliers — Broad-based indices and sector ETFs.
  • Protection — 30%–40% typical downside buffer.
Flagship
AGSN
Anchored Growth Structured Notes
Seeks to generate total annualized return in the low-to-mid double-digit range using broad-based indices and sector ETFs.
1 Year
16.09%
Net of fees
Since Inception*
7.61%
Net of fees · Inception 4/1/2024
Performance as of June 30, 202630%–40% typical downside protection
  • Objective — Total return in the low-to-mid double-digit range.
  • Underliers — Broad-based indices and sector ETFs.
  • Protection — 30%–40% typical downside buffer.
Performance disclosure: Performance shown is total-strategy performance net of fees as of June 30, 2026. FISN's 1-year return is 12.46% and its since-inception return is 9.64% annualized. AGSN's 1-year return is 16.09% and its inception-to-date return is 7.61%; AGSN's inception date is April 1, 2024. Past performance does not guarantee future results. Structured notes are unsecured debt obligations of the issuing financial institution, are not FDIC insured, and are subject to issuer credit risk. If an issuer defaults, investors may lose some or all of their investment. Downside protection is conditional, generally applies only if held to maturity, and may be lost if the underlying asset breaches the stated barrier, potentially resulting in losses comparable to a direct investment. Structured notes may lack liquidity, and investors may be unable to sell prior to maturity or may incur losses if sold early. Certain notes include call features that may limit upside and create reinvestment risk. Protection levels are subject to change. Please review the applicable FISN and AGSN fact sheets for complete performance information, methodology, fees, risks, and additional disclosures. *Since-inception figures are annualized where indicated.

Ancorato Aggressive
Opportunistic Growth Structured Notes
Seeks to generate total annualized return in the 20%+ range by utilizing individual stocks as underliers with significant downside protection.
  • Objective — Total annualized return in the 20%+ range.
  • Underliers — Individual stocks.
  • Protection — 30%–40% typical downside buffer.
Custodians
All strategies are available on Schwab and Goldman Sachs Custody Solutions
Contact Us | Ancorato Capital
Lighthouse

LIGHTHOUSE

Your real-time window into every active structured note at Ancorato.

LIGHTHOUSE is Ancorato's transparency platform built to give advisors immediate visibility into all active structured notes. Instead of digging through emails or waiting for updates, advisors can log in and instantly view every current structured note in a clear, organized format. This helps streamline access to the information advisors need at the moment they need it.

It's a simple, intuitive tool designed to elevate the advisor experience and strengthen the way they serve their clients.

Access Lighthouse
National Footprint

Our sales territories, at a glance.

Hover any state to see who covers it.

WEST WEST EAST EAST

Thomas Monaghan provides advisor support nationwide, and Joanna Venetch supports key national accounts — both regardless of territory.

Capital Markets Team

Regional coverage, national reach.

Our capital markets team is organized by region so you always reach a specialist who knows your market.

Andrew Burghardt

Andrew Burghardt

VP of Capital Markets
West Region
Patrick LeBlanc

Patrick LeBlanc

VP of Capital Markets
East Region
Nationwide Support

Support beyond the territory map.

Thomas Monaghan

Thomas Monaghan

Advisor Concierge
Nationwide Advisor Support
Joanna Venetch

Joanna Venetch

Consultant, National Accounts
Key Accounts
Our Offices

Visit or write to us.

Boise Office

13965 W. Chinden Blvd. Ste. 100
Boise, ID 83713

(208) 925-0006

Kirkland Office

11335 NE 122nd Way
Kirkland, WA 98034