Ancorato Reaches Landmark with Over $250 Million in Assets Under Management

Ancorato Surpasses $250 Million in Assets Under Management

Ancorato, a renowned third-party money manager known for its cutting-edge, objective-oriented investment strategies, has proudly announced a significant accomplishment: crossing the threshold of $250 million in assets under management (AUM). This milestone not only highlights the firm's innovative approach to structured note strategies but also underscores the increasing demand from investors for customized, rules-based active management solutions.

Since its inception, Ancorato has emphasized the importance of active management in structured notes, aiming to provide investors with effective tools for navigating market volatility while mitigating risks. The firm's co-founder and managing partner, Pete Covino III, expressed gratitude for this achievement, stating, "We’re proud to surpass $250 million in assets under management. This accomplishment validates our belief that structured notes, when actively managed and thoughtfully deployed, can play a powerful role in modern portfolio construction."

Ancorato launched its first strategy in 2019 and has since pioneered a distinctive rules-based investment process that features structured notes through separately managed accounts (SMAs). The firm offers various income and growth strategies tailored to help investors navigate market fluctuations while reducing potential downsides. Ancorato’s investment strategies work by diversifying acquisitions across multiple investment-grade institutions, staggering maturity dates to lower timing risk, and implementing allocation limits to avert overconcentration risk.

In addition to achieving this AUM milestone, Ancorato has also reported strong performance among its four objective-oriented structured note portfolios as of June 30, 2025. Here’s a brief overview of the returns:

- Fixed-income structured notes (FISN): Aimed at conservative investors, this portfolio recorded an impressive net annualized return of 10.66% since its inception in 2019, with an average coupon rate of 11.49% in Q2 2025.
- High-income structured notes (HISN): Targeted at more aggressive income seekers, this portfolio yielded a net annualized return of 16.81% since launching in 2021, highlighted by an average coupon rate of 27.74% in Q2 2025.
- Anchored growth structured notes (AGSN): Designed for steady returns with downside protection, achieved a total return of 2.40% since 2019.
- Opportunistic growth structured notes (OGSN): Focused on aggressive growth using individual stocks, this portfolio realized a remarkable return of 36.81% since its launch in 2020.

To date, Ancorato has acquired over 370 structured notes, with nearly 51% having completed their full investment cycles by June 30, 2025. This strong track record differentiates Ancorato's approach from traditional, passive note offerings, as the firm pools investor capital to reduce minimum investments, actively rebalances portfolios when notes are called, and collaborates with multiple investment-grade issuers to decrease concentration risk.

Ancorato also provides robust support for advisors through its StrategyLink platform, which seamlessly integrates with advisors’ firms and custodians. This eliminates the necessity for secondary accounts often required in traditional SMAs. Ancorato’s strategies are accessible on major platforms such as Schwab and Fidelity, as well as through turnkey asset management program (TAMP) platforms like SMArtX and GeoWealth.

Beyond prosperous portfolios, Ancorato is committed to supporting financial professionals with ongoing education. This includes offering a monthly newsletter, market outlook assessments, and webinars approved for continuing education credits.

About Ancorato

Ancorato stands out as a leader in developing actively managed financial strategies and structured products aimed at generating consistent income or growth. The firm adheres to a disciplined, rules-based investment process designed to mitigate risks and enhance performance. Since 2019, Ancorato has successfully managed over 370 structured note investments across a myriad of strategies. To explore more about Ancorato, visit Ancorato Capital.

Legal Disclaimer

Please note that certain terms such as "target," "anticipated," "believe," or "estimate" indicate forward-looking statements that are based on current assumptions and information available at the time of the statement. Historical data does not guarantee future performance.

The information contained within this announcement is intended for educational purposes and should not be construed as personalized investment advice.