Solutions

Tailored Investment Strategies with Ancorato’s Income and Growth SMAs

At Ancorato, we understand that every investor has unique financial goals, whether they are focused on generating income or maximizing growth. That’s why we’ve developed four distinct objective-oriented structured note SMAs to meet diverse objectives:

 

  1. Conservative Income SMA, Fixed-Income (FISN): For clients seeking stable, reliable returns, this SMA emphasizes structured notes designed to generate consistent income while maintaining a low-risk profile.

  2. Aggressive Income SMA, High-Income (HISN): For those aiming to boost income, this strategy takes on higher risk by utilizing structured notes that offer enhanced yield opportunities, aiming to capture more upside.

  3. Conservative Growth SMA, Anchored Growth (AGSN): This strategy focuses on preserving capital while participating in market growth, the intention is balanced approach that blends downside protection with measured upside potential.

  4. Aggressive Growth SMA, Opportunistic Growth (OGSN): Ideal for investors with a higher risk tolerance, this SMA targets maximum growth by leveraging structured notes that provide more significant market exposure with corresponding potential for greater upside participation.

No matter the investment objective, Ancorato’s SMAs offer the solutions needed to align with your client’s financial goals

  

Learn about our SMAs

Since 2019, some of our actively managed portfolios have delivered double-digit returns. We create customized structured notes through a 7-step process, managing them tactically to ease your practice's monitoring burden. (Click title for more information)

We provide diverse managed money strategies tailored to your client's goals and risk preferences, aiming to outperform the market with a focus on risk-adjusted returns. (Click title for more information)

What Advisors Are Saying

"The structured notes strategies that Ancorato has provided for my clients has completely changed how I view retirement planning. The income generated from these strategies has been meaningful without creating additional risk."

— Dave C, Senior Wealth Advisor

“The strategies that Ancorato provides, allow me to have conversations with high net worth prospects. That sets me apart from their current financial advisor. Giving me a competitive advantage.”

— John L, Senior Wealth Advisor

  • 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

  • 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