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

   

Strategic Partners

When you work with Structured Asset Management, Inc., you benefit not only from our experience and expertise, but also from our network of strategic partners. Each partner is carefully selected to enhance the relationship we build with you and provide whatever is needed to help you reach your goals.

Dimensional Fund Advisors

Structured Asset Management, Inc. is proud to be one of a select group of independent fee-only advisors with access to Dimensional Fund Advisors. This enables us to offer institutional quality investments based on the leading edge of investment strategy that are not widely available to most retail investors.

TD Ameritrade

We take the protection of your assets very seriously and at no time do we ever take custody of your funds. We have chosen to custody assets with TD Ameritrade Institutional — a leading provider of comprehensive brokerage and custody services — which delivers to advisors and their clients one of the highest levels of security available. Read more about the protection they offer here.

Allied Professional Partners

We have an extensive network of allied professionals to help offer solutions for an array of wealth management needs. Through our professional partners, we are able to offer comprehensive estate planning, tax strategies, insurance and accounting services. We recognize that you may already have a longstanding relationship with other professionals and are also happy to work with your existing accounting, legal, or insurance specialists.


 

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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