Managed Strategies

Updated as of September 30, 2025

CONSERVATIVE

A financial report for Ancoro Capital titled 'Ancoro Conservative Income,' showing strategy objectives, current allocation, performance chart since inception, strategy information, investment commitment, and a team of investment committee members.
Conservative Income
Financial report for Ancaro Preservation with strategy details, current allocation chart, performance graph, and investment team members.
Preservation
Financial strategy report titled 'Zero Dollar Preservation' from Ancoratocapital.com with a donut chart showing current bond allocations, performance graph since inception, and investment team members, dated September 30, 2025.
Zero Dollar Preservation

MODERATE

Summary of Anchora Capital's investment strategy, current portfolio allocation pie chart, performance graph since inception, and key strategy details including minimum investment, fees, and strategy statistics.
Anchored Equities
Financial infographic titled 'Zero Dollar Growth' with sections on strategy objectives, overview, current allocation pie chart, investment committee members, performance graph, and strategy details, dated September 30, 2025.
Zero Dollar Growth
A financial investment report titled 'ZERO DOLLAR BALANCED' with sections showing strategy objectives, overview, current allocation, performance graph, investment team, and strategy information, dated September 30, 2025.
Zero Dollar Balanced

AGGRESSIVE

Financial report infographic titled 'ANCORATO TACTICAL INCOME' with charts and tables detailing investment strategy, current allocations, performance since inception, and strategy information, including minimum investment, fees, inception date, annualized return, standard deviation, Sharpe ratio, maximum drawdown, PFEAK, valley, and current yield, as of September 30, 2025.
Tactical Income
A financial investment report titled 'ÀNCORATO OPPORTUNITIES' showing strategy objective, current allocation with a pie chart, performance chart since inception, and strategy information including minimum investment, liquidation period, management fee, and performance fee, with a black and white anchor logo and a shield emblem.
Opportunities

  • Would you be open to using an SMA if you didn't have to open a new account for each client?

    With Ancorato’s Strategy Link technology platform, you can manage multiple clients' portfolios seamlessly within a single account. Strategy Link simplifies the process by eliminating the need for opening new accounts, making it easy to implement our objective-oriented SMA strategies without the administrative burden. 

    This solution gives you the flexibility to diversify and optimize client investments without the hassle of additional paperwork, while still providing tailored strategies for each client. 

    Would you like to explore how Strategy Link can streamline your portfolio management? 

    Contact Us

  • Is your portfolio of structured notes diversified outside of just the broad-based indices?

    If not, it might be time to explore broader diversification strategies. Relying solely on indices like the S&P 500 or NASDAQ can expose you to market-wide risk, but incorporating notes tied to other asset classes, sectors, or regions can help manage that risk. 

    Our Ancorato SMAs are designed to provide objective-oriented investment solutions that help spread risk across different asset classes, allowing for more balanced exposure and potentially greater returns. Our Separately Managed Accounts (SMAs) allows for greater diversification beyond traditional indices by incorporating structured notes tied to a variety of asset classes, sectors, and global markets without being overly reliant on indices like the S&P 500.  

    Would you like to explore how Ancorato can help diversify your portfolio? 

    Contact Us

  • Are structured notes a part of your practice but scaling them across your book is a logistical nightmare?

    Ancorato’s objective-oriented SMA solutions are designed to streamline and simplify the process. By leveraging our Separately Managed Accounts, you can efficiently scale structured notes strategies for multiple clients without the administrative hassle. 

    Our SMAs allow you to manage structured note portfolios in a more organized and efficient manner, automating much of the process and enabling you to focus on growing your book of business rather than managing individual logistics. 

    Would you like to see how Ancorato’s SMAs can help you scale with ease? 

    Contact Us

  • Are you tired of dealing with structured notes getting called?

    If you're tired of dealing with structured notes getting called, you're not alone. Calls can be frustrating when they trigger early, especially if you're expecting a longer-term investment. When structured notes are called, you may lose out on potential future gains, and then you have to reinvest the proceeds, often in a different market environment. 

     

    Would you like to discuss some alternatives or strategies to help manage this issue? 

    Contact us