Simplifying structured investments.
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.
Access Lighthouse →Find the Right Fit
Not sure if structured notes belong in a client's portfolio — or which strategy fits best? Tell us a bit about their objectives and risk tolerance, and our team will help you pinpoint the right tier for their needs.
The Risk Spectrum
Three tiers, one process. Our flagship strategies sit at the core of the spectrum, where income and growth objectives are balanced against downside protection.
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.
Built for clients who want steady income and modest growth, without equity-level volatility — BISN and BGSN combine broad-based index exposure with a disciplined approach to limiting downside.
- 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.
- 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.
FISN and AGSN are Ancorato's flagship strategies — the widest-adopted core of our platform, built for advisors who need consistent income and growth outcomes with a repeatable, rules-based process.
- 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.
- 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.
Built for advisors who want equity-like upside potential, paired with a disciplined approach to limiting downside. OGSN is Ancorato's highest-conviction growth strategy, combining full growth exposure with a rules-based approach to managing risk.
- 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.
Built for advisors who scale
Our SMA infrastructure is designed to remove the operational friction that usually comes with structured notes.
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 — automating much of the process so you can focus on growing your book of business.
Contact Us →Relying solely on indices like the S&P 500 or NASDAQ can expose you to market-wide risk. Our SMAs are designed to provide objective-oriented investment solutions that spread risk across asset classes, sectors, and global markets — without being overly reliant on any single index.
Contact Us →With Ancorato's Strategy Link technology platform, you can manage multiple clients' portfolios seamlessly within a single account — eliminating the need for opening new accounts and the paperwork that comes with it, while still tailoring strategies for each client.
Contact Us →Calls can be frustrating when they trigger early, especially if you're expecting a longer-term investment — leaving you to reinvest proceeds in a different market environment. Let's discuss alternatives and strategies to help manage this issue.
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