Upcoming Events
Event:
Fearless Investing Summit
Date: 02/18/2026 - 02/20/26
Ancorato is looking forward to attending the Fearless Investing Summit 2026 in the heart of Denver, a premier event bringing together forward-thinking financial advisors for three days of innovation, strategy, and collaboration.
We’re especially excited to host a breakout session, Friday, February 20th from 8:15-8:45 AM in Quartz B where we’ll dive into how Ancorato is helping advisors simplify their approach to structured note SMAs, turning complexity into clarity and offering scalable, objective-driven solutions for client portfolios.
Webinar:
Quarter End Update - Q4 2025
Date: 02/25/2026 12pm PST / 2pm EST
Join us for Ancorato’s Q4 2025 Quarter End Update as we recap the close of 2025. We’ll walk through key highlights from the fourth quarter, reflect on important developments from the year, and share what they mean for advisors as we head into 2026. This webinar is designed for financial advisors and industry partners looking for a clear and concise year end update.
Ancorato Due Diligence Event Summer 2026
Event:
Date: 06/17/26 - 06/19/26
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.