Welcome to the Ancorato Admiral’s Club
Simplifying Structured Investments
Our objective-oriented SMA strategies
ConservativeBBI 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.
Available On
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.
Available On
Moderate Flagship
Fixed-Income Structured Notes
Seeks to generate consistent income in the low-to-mid double-digit range using broad-based indices and sector ETFs.
- Objective — Consistent income in the low-to-mid double-digit range.
- Underliers — Broad-based indices and sector ETFs.
- Protection — 30%–40% typical downside buffer.
Available On
Flagship
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.
- Objective — Total return in the low-to-mid double-digit range.
- Underliers — Broad-based indices and sector ETFs.
- Protection — 30%–40% typical downside buffer.
Available On
AggressiveOpportunistic 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.
Available On
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.
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