Ancorato Reaches New Heights with Over $250 Million in AUM
Ancorato Surpasses $250 Million in Assets Under Management
Ancorato, a leading third-party money manager, has proudly announced that it has surpassed $250 million in assets under management (AUM). This significant achievement is a testament to the increasing demand for the firm's innovative, objective-oriented, actively managed structured note strategies.
Co-founder and managing partner, Pete Covino III, expressed his pride in reaching this milestone. He noted, "This accomplishment validates our belief that structured notes, when actively managed and thoughtfully deployed, can play a powerful role in modern portfolio construction." This statement reflects Ancorato's strategic commitment to delivering tailored investment solutions.
Since the establishment of its first strategy in 2019, Ancorato has devised a unique, rules-based investment process. This systematically offers structured notes through separately managed accounts (SMAs), designed for income and growth strategies. These strategies aim to help investors navigate through market volatility while minimizing downside risk.
Elaborating on their mission, president Pisoot Senethavilay stated, "We are dedicated to providing advisors with strategic investment solutions that benefit their clients. We are deeply thankful for the trust advisors have placed in us, and we remain committed to equipping them with the tools necessary to achieve their clients’ financial goals." This commitment is central to Ancorato's approach in fostering strong relationships with financial professionals.
In addition to reaching the AUM milestone, Ancorato reported impressive performance across its four objective-oriented structured note portfolios, which include:
Performance of Ancorato's Portfolios
- Fixed-income structured notes (FISN) aimed at conservative investors, achieved a total net annualized return of 10.66% since inception in 2019, with an average net coupon rate of 11.49% as of the second quarter of this year.
- High-income structured notes (HISN), tailored for more aggressive income seekers, realized a total net annualized return of 16.81% since inception in 2021, alongside an average net coupon rate of 27.74% in Q2 2025.
- Anchored growth structured notes (AGSN), focused on achieving steady total returns and layered downside protection, attained a total net annualized return of 2.40% since inception in 2019.
- Opportunistic growth structured notes (OGSN), which target aggressive total return, achieved a remarkable total net annualized return of 36.81% since inception in 2020.
As of June 30, 2025, Ancorato has successfully acquired over 370 structured notes, with nearly half of them having completed a full cycle. This strategy sets Ancorato apart from traditional note offerings by actively pooling investor capital, thereby lowering minimums, actively rebalancing notes upon calls, and collaborating with numerous investment-grade issuers to diminish concentration risk.
Ancorato not only focuses on portfolio performance but also actively supports advisors through its user-friendly StrategyLink platform, which conveniently connects directly with the advisors' respective firms and custodians, removing the need for secondary accounts, commonly associated with conventional SMAs. Ancorato's services are currently accessible on platforms such as Schwab and Fidelity, along with turnkey asset management programs like SMArtX and GeoWealth.
Beyond portfolio management, Ancorato dedicates itself to continuous advisor support by offering educational resources, which include a monthly newsletter, market outlooks, and regularly scheduled webinars approved for continuing education. These resources help advisors stay informed and competitive in a rapidly changing marketplace.
About Ancorato
Ancorato stands at the forefront of actively managed strategies and structured products aimed at generating income and growth. The team follows a disciplined, rules-based investment process designed to mitigate risks while maximizing performance. Since its inception in 2019, Ancorato has amassed a diversified portfolio of structured note investments spanning six different strategies.
For further inquiries, Ancorato's representatives are open to communication to offer additional insights and details regarding their innovative strategies.
Frequently Asked Questions
What is Ancorato's recent achievement in assets under management?
Ancorato has surpassed $250 million in assets under management, reflecting growing demand for its investment strategies.
What investment strategies does Ancorato employ?
Ancorato utilizes a distinctive rules-based investment process for structured notes, providing both income and growth strategies.
How does Ancorato support financial advisors?
Ancorato supports advisors by offering a range of educational resources and a user-friendly platform that streamlines investment management.
What are the performance metrics of Ancorato's portfolios?
The firm has delivered impressive annualized returns across its portfolios since their inception, appealing to various investor risk profiles.
When was Ancorato founded?
Ancorato was established in 2019, focusing on innovative and actively managed structured note strategies.
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