Stability | Trust | Performance

Secured under the surface.

(an-cor-ah-to)

At Ancorato, we understand the needs of advisors and clients because we began as wealth advisors ourselves. Our investment philosophy, originally formulated for our own clients, prioritizes maximizing risk-adjusted returns while also providing significant downside protection.

Our clients were not institutional investors backed by Wall Street, but rather everyday people whose lifestyles and retirements could be significantly impacted by changes in income. Since 2019, we have continued to refine our processes to generate a positive investment experience for both you and your clients.

What’s New?

Event: TNDDA by ADISA

Date: 2/23/25 - 2/25/25

​Pisoot Senethavilay and Patrick LeBlanc are attending the TNDDA by ADISA conference in Orlando, Florida, from February 23 to 25, 2025. This event, held at The Ritz-Carlton Orlando, Grande Lakes, marks the integration of The National Due Diligence Alliance (TNDDA) into the Alternative & Direct Investment Securities Association (ADISA) in 2025. The conference serves as a premier forum for independent broker-dealers, advisors, family offices, and alternative investment professionals to facilitate the due diligence process.

For more information please visit our Events Page

Continuing Education: A Deeper Dive Into Structured Investments

Thursday, March 13th, 11AM PST/ 2PM EST

Do you need CE credit? If you have the following designations, CFP, CIMA, RWA, CMIC, CPWA register and attend our CE certified course entitled "Deeper Dive Into Structured Notes" to earn 1 hour CE credit.

  • 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

  • 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 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