Ancorato Structured Note SMAs
Explore Ancorato's objective-oriented structured note strategies designed for income and growth objectives across a range of risk profiles.
Conservative
BBI Income
BISN
- 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.
Available on: Strategy Link, Geo Wealth, Schwab Marketplace
Strategy information coming soon
BBI Growth
BGSN
- 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.
Available on: Strategy Link, Geo Wealth, Schwab Marketplace
Strategy information coming soon
Moderate
Flagship Strategies
Flagship Strategy
Fixed-Income Structured Notes
FISN
- 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.
Available on: Strategy Link, Geo Wealth, Schwab Marketplace, SMArtX
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Flagship Strategy
Anchored Growth Structured Notes
AGSN
- 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.
Available on: Strategy Link, Geo Wealth, Schwab Marketplace
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Aggressive
Opportunistic Growth Structured Notes
OGSN
- 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.
Available on: Strategy Link, Geo Wealth, Schwab Marketplace
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