Pisoot Senethavilay and Antonio Smith CFP®, CIMA® are thrilled to attend the upcoming GTE Wealth Forum in Nashville! They’re excited to connect with industry leaders and share insights on structured investments. Looking forward to meaningful conversations and new opportunities!
Ancorato
Financial Services
Meridian, Idaho 195 followers
Simplifying Structured Investments. Providing income and growth portfolios to advisors utilizing structured products.
About us
Ancorato (an-cor-ah-to) is simplifying structured investments for wealth managers. We are a leading innovator of actively managed tactical portfolios of structured products to generate income and growth. Our investment team follows a rules based investment and management process to mitigate risk and maximize performance.
- Website
-
www.ancoratocapital.com
External link for Ancorato
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Meridian, Idaho
- Type
- Privately Held
- Founded
- 2022
- Specialties
- Structured Notes, Managed Strategies, and Portfolio Management
Locations
-
Primary
Get directions
851 N Hickory Ave
Suite 100
Meridian, Idaho 83642, US
Employees at Ancorato
-
Dorothy Jenkins
-
Andy Rad
Managing Partner & CIO at Legacy Wealth Management LLC
-
Julian Bloom
Director, Capital Markets at Ancorato | Streamlining the Scalability of Structured Investments
-
Antonio Smith CFP®, CIMA®
As an Investment Analyst & Portfolio Manager, I specialize in market research, financial analysis, & tailored strategies to optimize portfolio…
Updates
-
End of the year is coming up! Join our Continuing Education Webinar and receive 1 hour CE credit for CFP and CIMA designations. When: Thursday, December 5 at 12:00 PM PT / 3:00 PM ET Don’t miss this opportunity to expand your knowledge regarding structured notes. https://lnkd.in/gw8MdPWp #cecredit #continuingeducation #cfp #structurednotes #cima #certifiedfinancialplanner
-
-
🍂 Happy Thanksgiving from Ancorato! 🍂 This season, we want to express our heartfelt gratitude to our incredible partners and clients. Your trust and collaboration drive everything we do, and we’re honored to support your success. Thank you for being part of the Ancorato family—wishing you and your loved ones a joyful and meaningful Thanksgiving! #HappyThanksgiving #Gratitude #ThankYou #Partnership #Ancorato
-
-
At Ancorato, our mission is to essentially simplify structured investments for financial advisors and their clients. We know structured notes can be complex, but we believe our processes ease that complexity. Our Strategy Link platform and objective-oriented SMA strategies provide easier access to innovative investments and streamlined processes, which help advisors achieve their client goals without the hassle of new accounts or extra paperwork. Whether you're looking for income or growth, our tools and expertise can likely assist you and your clients.
-
Caleb Howard and Julian Bloom are excited to join Source50 Summits next week for the Manager Selection West event located in in Scottsdale Arizona!
-
-
How it Works - Accelerator Structured Note An accelerator structured note offers amplified returns when the underlying asset performs positively, with a cap on maximum returns, and sometimes a limited downside protection feature. For the full description of how an Accelerator structured note works, visit our Educational Resources section on our website. https://lnkd.in/gVJg2VsS *Structured notes can carry significant risks, particularly if the asset declines beyond the protection level. #structurednotes, #structuredproducts #structuredinvestments #SMAs #accelerator
-
-
Wishing a Happy Veterans Day to all the brave men and women who have served. Thank you for your sacrifice and your dedication to keep this amazing country safe. #veteransday #ancorato #thankyou
-
-
🚀 We're thrilled to unveil our redesigned website! Explore our new educational resource section, stay updated on upcoming events, and check out the latest on our objective-oriented SMAs. Plus, our new online chat feature is live—making it easier than ever to connect with our team for quick, personalized support. Discover how we're enhancing your experience at Ancorato. Visit our website today! https://lnkd.in/gQvA6Xap #Ancorato #InvestmentEducation #StructuredNotes #SMAs #ClientExperience
-