Simplifying Structured Investments

Our Objective-Oriented Portfolios

Ancorato is an innovator in actively managed SMAs using structured notes designed to achieve specific objectives such as income or growth. Our investment team follows a rules-based investment and management process designed to mitigate risk and maximize performance.

CONSERVATIVE

  • 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​

BBI Income (BISN)

BBI Income One Pager

Available on: Strategy Link, Geo Wealth, and Schwab Marketplace

  • 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​

BBI Growth (BGSN)

BBI Growth One Pager

Available on: Strategy Link, Geo Wealth, and Schwab Marketplace

MODERATE

  • 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

Fixed-Income Structured Notes (FISN)

Latest Fact Sheet Q3 2025

Available on: Strategy Link, Geo Wealth, Schwab Marketplace, and SMArtX

  • 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

 

Anchored Growth Structured Notes (AGSN)

Latest Fact Sheets Q3 2025

Available on: Strategy Link, Geo Wealth, and Schwab Marketplace

AGGRESSIVE

  • Objective: Seeks to generate consistent income in the mid-to-high double-digit range

    Strategy: Utilizes individual stocks as underliers with a typical range of 30%-40% downside protection

High-Income Structured Notes (HISN)

Latest Fact Sheet Q3 2025

Available on: Strategy Link, Geo Wealth, and Schwab Marketplace

  • 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

Opportunistic Growth Structured Notes (OGSN)

Latest Fact Sheets Q3 2025

Available on: Strategy Link, Geo Wealth, and Schwab Marketplace

  • 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

  • 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

  • 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

  • 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