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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

Jun 28, 2017 by Structured Asset Management, Inc.

I am glad to see the new requirement for investment advisors dealing with 401(k) plans take effect. Now advisors have to acknowledge their fiduciary status in writing and subscribe to an impartial standard of conduct. The big keys are that under these new standards, these advisors must:

  • Give advice in the clients' best interest
  • Charge reasonable compensation
  • Disclose conflicts of interest
  • Disclose the fees so they can be understood
  • Make...
Jun 26, 2017 by Structured Asset Management, Inc.

The new rule going into effect with the Department of Labor (DOL) fiduciary rule gives brokers and insurance agents till January 1, 2018 to come into compliance with the rules we have been following for decades.

This is huge news for 401(k) plan participants. Now advisors will have to consider the fees, the benefits and the services provided before they recommend a rollover from a corporate plan to an IRA. Imagine that, a rule that makes these people have to actually work in someone...

Jun 22, 2017 by Structured Asset Management, Inc.

Good news for 401(K) plan sponsors and participants! Under the new Fiduciary Standard of Care rule, all advisors that give investment advice to 401(k) sponsors and their employees (participants) now have to comply with the ERISA standard for fiduciary care.

Before this happened, only advisors who, like us, were subject to the Investment Advisors Act of 1940 were held to the fiduciary standard. Others had what's called the suitability standard. Brokers and insurance...

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