Call us 610-648-0700Get in TouchClient Login

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

   

Contact Us

Get a Second Opinion and a Cup of Coffee

Time is one thing in life you can’t afford to lose…and you'll never get back. You've worked hard to accumulate your wealth; you can’t afford to make a mistake with your investments. Come in for a complimentary one hour review and we'll help you understand if you are properly diversified, positioned for success, and if all of your costs are reasonable. Fees and overall costs can have a significant impact on your ultimate return on investment.

Invest just an hour of your time with us to see how we can help you maximize the return on your portfolio. Schedule a meeting and we'll be happy to give you a second opinion and a cup of coffee.

Structured Asset Management, Inc.

1205 Westlakes Drive, Suite 370
Berwyn, Pennsylvania
19312 United States

Phone: 610-648-0700    Fax: 610-648-0766

Email: info@samasset.com

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...

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved