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Services
Structured Asset Management, Inc. focuses on two types of services for individuals:
Portfolio Management Services: This service provides clients with initial design, ongoing review, supervision, and monitoring of their investment portfolios. Your risk tolerance, goals, tax position, time horizon and cash flows are all considered in constructing a written investment policy statement (IPS) specifically designed for your individual situation. We believe that efficient tax management is a central consideration in portfolio design. This is a critical factor in determining how much spendable money you can withdraw from your portfolio and how sustainable your spending can be.
We prefer to use low cost, low turnover institutional class funds from Dimensional Fund Advisors, among others, that are designed to maximize your returns and minimize your costs.
Comprehensive Financial Planning: Financial Planning is the process that can change your wishes into acheivable goals. We believe that through patience and persistence we will help you sort through complex choices to make decisions about some of lifes more difficult choices. Whatever your hopes are for your well being, your children's well being, or your legacy we can help form a coordinated plan to meet your needs.
If you would like more information or to request a free consultation please contact us to arrange for a mutually convenient time to meet.
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