Ancorato - Investment Advisers

About Ancorato

Ancorato is the name under which Legacy Investment Solutions, LLC operates. The firm is an investment adviser headquartered in Boise, Idaho, and it reports $283.66 million in regulatory assets under management and 18 employees. It is listed among investment advisers in Idaho and appears in the wider directory of US investment advisers. The firm offers structured note separately managed accounts alongside fixed-income and growth strategies, aimed at financial advisors and the clients they serve. Its in-house active management team handles due diligence, product sourcing, and ongoing market monitoring. The firm describes risk controls that include issuer caps, per-trade size limits, and breach thresholds. Ancorato also states that its team has more than 50 years of combined investment experience. The firm's materials note that structured notes carry risks, including possible loss of principal, and that they are subject to the credit risk of the issuing institution. Downside protection applies only as specified in the relevant offering documents and generally applies only at maturity.

Key Facts

Assets Under Management

$283.66M

Employees

18

SEC File Number

801-126757