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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

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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