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"A Goal Without a Plan Is Just a Wish"
-Antoine de Saint-Exupery

   

  • Fiduciary Standard

    We are independent and work in your best interests at all times – not Wall Street’s.

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  • Fee Only

    We are compensated for advising you and are focused solely on your success. There are no conflicts of interest.

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  • Experience

    With over 30 years’ professional experience, we have the knowledge and perspective to help you find the right solution for your needs.

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  • Integrity

    We are uncompromising in our commitment to a higher standard of professional conduct and a strict code of ethics.

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You deserve a financial advisor who always puts your interests first, is objective, and doesn't depend on the product they sell for compensation. We are committed to helping families, individuals and small businesses gain and stay in control of their individual situation. William Suplee, president and founder of Structured Asset Management, Inc., is a fee-only Registered Investment Advisor and financial planner, located in Berwyn, PA serving clients in the western main line and greater Philadelphia area.  His firm provides customized solutions designed to help you achieve your financial goals. Gain peace of mind and contact us for a complimentary, no obligation "get acquainted meeting" to begin planning now!

 

 

Financial Planning

Our planning process results in an organized, comprehensive view of your goals and a clear actionable plan for how to reach them.  We then monitor your plan to make sure that you stay on track and make any needed adjustments.

 

Portfolio Management

Portfolio management begins with a clearly written investment policy statement specifically designed to address your individual situation and objectives. Our strategies use highly cost effective, institutional quality investments.

 

Retirement Plan Services

As a plan sponsor, you have a fiduciary duty to ensure that your plan is efficient and cost effective when benchmarked against similar plans.  Our process does this for you while maximizing plan benefits and minimizing your liability. Download our Plan Sponsor Guide to 401k Plans to find out more!

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Latest Blog Posts

Sep 29, 2017 by Structured Asset Management, Inc.

Toys "R" Us filed for bankruptcy last week. This was amazing to me. I remember going there 15 years ago and finding the parking lot jam-packed, the lines at the checkout lanes long with people trying to go through with two or more shopping carts full of goodies. It was the place to go to buy supplies for toddlers and gifts for special occasions. In fact, Toys "R" Us and their companion store, Babies "R" Us, were once considered category killers. No one...

Sep 26, 2017 by Structured Asset Management, Inc.

I've seen a lot of headlines recently about investors worrying about what will happen when the Federal Reserve starts selling off this massive portfolio of bonds and mortgages they've bought over the last nine years. J.P. Morgan says it could be "disruptive", Investment News says we are "bracing" for these bond sales. My view is that the people at the Federal Reserve are a lot smarter than that.

Many people have the misconception that when...

Sep 15, 2017 by Structured Asset Management, Inc.

Equifax recently announced a massive data security breach, exposing personal identification information on as many as 143 million Americans. They have set up a website (equifaxsecurity2017.com) where you can check to see if you've been affected and enroll in one free year of credit monitoring and identity theft protection.

What other steps can I take?

It is always a good idea to monitor your own personal information and be...

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