Advisor Resources
Welcome to the Legacy Advisor Portal
Structured Note SMAs
Ancorato Structured Note SMAs
Ancorato is an innovator in actively managed SMAs using structured notes designed to achieve specific objectives such as income or growth — built on a rules-based process designed to mitigate risk and maximize performance.
Live Note Tracking
Lighthouse
Lighthouse
Active Note Tracker
See every structured note currently in the portfolio in real time — issuer, barrier level, maturity, and status — plus the full history of closed notes.
Strategy Library
Managed Strategies
Structured note portfolios built and actively managed around a single objective — income, growth, or preservation — for every risk tolerance.
Conservative
Moderate
Aggressive
Alternative Investments
Approved Alternatives Menu
Browse the full, current list of alternative investments approved for use — searchable, sortable, and exportable.