Simplifying Structured Investments
We manage the complexity so you can focus on your clients.
2019
Inception of SMAs
400+
Total # of Structured Notes(All structured note strategies)
$250M
Assets under management
The Ancorato Advantage
A single platform that makes structured notes approachable and efficient.
Structured notes offer powerful potential but most advisors avoid them because they’re complicated, time-consuming, and hard to monitor.
Ancorato does the heavy lifting for you.
Our in-house active managing investment team handles due diligence, product sourcing, and ongoing market monitoring so you can deliver institutional-level solutions without the extra work.
ACTIVE MANAGEMENT
Ancorato manages the entire lifecycle from design to execution to maturity, including reporting, freeing advisor capacity.
RISK MANAGEMENT
Built-in guardrails: issuer caps, size limits per trade, and breach thresholds based on backtesting.
DUE DILIGENCE
Ancorato conducts deep due diligence, including backtesting, breach history analysis, issuer diversification, and note-level filtering.
DIVERSIFICATION
We spread exposure across multiple issuers, structures, maturities, and market themes, creating a balanced mix that most advisors wouldn’t have access to on their own.
Interested in joining the next Ancorato Due Diligence Event?
