Ancorato Surpasses $250 Million in Assets Under Management

BOISE, Idaho, Sept. 8, 2025 /PRNewswire/ -- Ancorato, a third-party money manager specializing in innovative, objective-oriented, actively managed structured note strategies, announced today that it has surpassed $250 million in assets under management (AUM), a meaningful milestone reflecting the growing demand for the firm's customized, rules-based active management and investment process.

"We're proud to surpass $250 million in assets under management," said Pete Covino III, AWMA®, co-founder and managing partner. "This accomplishment validates our belief that structured notes, when actively managed and thoughtfully deployed, can play a powerful role in modern portfolio construction."

Since the launch of its first strategy in 2019, Ancorato has pioneered a distinctive, rules-based investment process that delivers structured notes through separately managed accounts (SMAs). The firm offers income and growth strategies designed to help investors navigate volatility and mitigate downside risk. Ancorato's strategies seek to mitigate risk by diversifying acquisitions across multiple investment-grade institutions, laddering maturity dates to reduce timing risk, and applying allocation limits to reduce overconcentration risk.

"At Ancorato, we are dedicated to providing advisors with strategic investment solutions that benefit their clients," said Pisoot Senethavilay, president. "We appreciate the trust advisors have placed in us, and we remain committed to providing solutions that help advisors meet their clients' financial goals."

Along with the AUM milestone, the firm also announced its recent performance across its four objective-oriented structured note portfolios as of June 30, 2025:

• Fixed-income structured notes (FISN), designed for more conservative investors seeking steady income, realized a total net annualized return of 10.66% since inception in 2019, along with an average net coupon rate of 11.49% in Q2 2025.
• High-income structured notes (HISN), targeted at more aggressive income seekers, delivered a total net annualized return of 16.81% since inception in 2021 and an average net coupon rate of 27.74% in Q2 2025.
• Anchored growth structured notes (AGSN), focused on steady total returns and layered downside protection across broad-based indices and sector ETFs, realized a total net annualized return of 2.40% since inception in 2019.
• Opportunistic growth structured notes (OGSN), focused on aggressive total return and utilizing individual stocks as underliers, achieved a total net annualized return of 36.81% since inception in 2020.

Ancorato has acquired more than 370 structured notes, with nearly 51% having gone full cycle, as of June 30, 2025. Ancorato's approach to structured notes stands apart from traditional, passive note offerings. The firm pools investor capital to lower minimums, actively rebalances when notes are called, and partners with multiple investment-grade issuers to help reduce concentration risk. The firm also supports advisors through the use of StrategyLink, its advisor-friendly platform that connects directly with the advisor's firm and custodian, eliminating the need for a second account, which is often required in traditional separately managed accounts. Ancorato is currently available on Schwab and Fidelity platforms. Additionally, advisors can access Ancorato's strategies through turnkey asset management programs (TAMP) platforms, such as SMArtX and GeoWealth.

In addition to the success of its portfolios, Ancorato also supports advisors and financial professionals by providing regular educational resources, including a monthly newsletter, market outlook, and regular continuing education-approved webinars.

About Ancorato
Ancorato is an innovator of actively managed strategies and structured products designed to generate income or growth. The Ancorato investment team follows a rules-based investment and management process designed to mitigate risk and maximize performance. Since 2019, Ancorato has acquired more than 370 structured note investments for clients across six different strategies. Learn more at https://www.ancoratocapital.com.

Disclaimer:

Words such as "target," "anticipated," "believe," or "estimate" and other expressions identify forward-looking statements under the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on assumptions made by, and information currently available at the time the statement was made. Other phrases like "track record," "has exercised," and the like are words that denote historical data exists to support the assertion, but historical data does not guarantee future results.

The information contained herein is provided for educational purposes only, and the information should not be construed as a provision of personalized investment advice. Under no circumstances should this information be construed as an offer to sell or a solicitation of an offer to buy a particular product or service.

Contact:
Rebecca Cleary
Spotlight Marketing Communications
949.427.1462
[email protected] 

SOURCE Ancorato