Simplifying Structured Investments
We manage the complexity so you can focus on your clients — institutional-grade diligence, risk management, and reporting, built into a single platform.
A single platform that makes structured notes approachable and efficient.
Structured notes offer real potential, but most advisors avoid them — too complicated, too time-consuming, too hard to monitor once they're in a book of business.
Our in-house active management team handles due diligence, product sourcing, and ongoing market monitoring, so you can deliver institutional-level solutions to your clients without taking on the extra workload yourself.
Ancorato does the heavy lifting for you.
Active Management
We manage the entire lifecycle — design, execution, and maturity, including full reporting — so advisor capacity stays free for clients.
Risk Management
Built-in guardrails — issuer caps, per-trade size limits, and breach thresholds — grounded in rigorous backtesting.
Due Diligence
Deep, ongoing diligence — backtesting, breach history, issuer diversification, and note-level filtering — before anything reaches a client portfolio.
Diversification
Exposure spread across issuers, structures, maturities, and market themes — a balanced mix most advisors couldn't build on their own.
Growth with Guardrails: Inside Ancorato’s Anchored Growth Structured Notes Strategy
Join Ancorato President Pisoot Senthavilay for a conversation with Ancorato’s investment team exploring the Anchored Growth Structured Notes (AGSN) strategy and the role structured notes can play within a growth-oriented portfolio.
The discussion will provide advisors with a closer look at how the investment team approaches structured note selection, portfolio construction, and ongoing management while balancing growth objectives with defined risk parameters.
How AGSN Is Built
An inside look at the investment process, structured note selection, and portfolio construction behind the strategy.
Balancing Growth and Risk
How structured note features such as downside protection and defined participation terms can be incorporated into a growth-focused investment approach.
Active Management in Practice
How Ancorato’s investment team evaluates opportunities, monitors existing positions, and manages the strategy as market conditions evolve.
What Advisors Will Learn
Advisors will leave with a better understanding of how AGSN is structured, the investment philosophy behind the strategy, and how a professionally managed structured note SMA may be evaluated within a client’s broader growth allocation.
Structured notes involve risk, including the possible loss of principal, and are subject to the terms and credit risk of the issuing financial institution. Downside protection applies only as specified in the applicable offering documents and generally applies only at maturity.