Upcoming Events
Ancorato is Attending Envestnet
Conference:
Date: 05/19/26 - 05/20/26 Location: Phoenix, Arizona
Representing Ancorato at the event will be Pisoot Senethavilay, President, Shannon Cyr, VP Operations & Administration, Andrew Burghardt, VP Capital Markets - West
Event:
Ancorato is Attending Calton: National Conference
Date: 05/28/26 - 05/30/26 Location: Tampa, Florida
Representing Ancorato at the event will be Patrick LeBlanc, VP Capital Markets - East
Simplifying Structured Notes with Active Management
Webinar:
Date: 06/03/26 Time: 12:00 PM PST / 2:00 PM EST
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. Join this webinar to learn:
- How structured investments can generate income and manage risk through active management strategies
- How to incorporate structured notes into client portfolios to enhance yield and diversification
- How active management simplifies implementation and saves advisors time while potentially improving outcomes
Ancorato Due Diligence Event Summer 2026
Event:
Date: 06/17/26 - 06/19/26 Location: Boise, ID
Intended for: Advisors and Due Diligence Officers
Join us for Ancorato’s annual Due Diligence Conference, a focused two-day event designed to help financial advisors understand how our structured note SMA process works and how it can simplify portfolio construction.
Through guided sessions and platform walkthroughs, you’ll gain practical insights into how Ancorato supports advisors in delivering objective-based strategies more efficiently. We’ll cover how our approach is built to integrate seamlessly into your practice—helping you save time, reduce complexity, and stay aligned with client goals.
For more detailed information, connect with us on LinkedIn
*Legacy Investment Solutions, LLC , doing business as (d.b.a.) Ancorato, is an entity registered with the Securities and Exchange Commission (SEC), but registration does not constitute an endorsement of the firm by securities regulators, nor does registration indicate that an advisor has gained a particular level of skill or ability.
The information to be shared at this event is for for educational purposes only and the information should not be construed as a provision of personalized investment advice.