Fiduciary Standard

We are independent and work in your best interests at all times – not Wall Street’s.

Fee Only

We are compensated for advising you and are focused solely on your success. There are no conflicts of interest.

Experience

With over 30 years’ professional experience, we have the knowledge and perspective to help you find the right solution for your needs.

Integrity

We are uncompromising in our commitment to a higher standard of professional conduct and a strict code of ethics.

Structured Asset Management, Inc.

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!

 

Products & Services

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.

Blog

Protect Yourself from Scams

By Mary Suplee on Apr 26, 2018

The Pennsylvania Department of Banking and Securities recently sent me a publication with information about some of today’s most common scams and tips to protect yourself and your money. There is also information on how to contact government agencies, nonprofit organizations and credit bureaus that can help you protect yourself or help you if you’ve fallen victim to a scam.

The following are some of the more common recent scams to be aware of:

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The Uncommon Average

By Mary Suplee on Mar 2, 2018

investments
The U.S. stock market has delivered an average annual return of around 10% since 1926. But short-term results may vary, and in any given period stock returns can be positive, negative or flat. When setting expectations, it's helpful to understand the range of outcomes experienced by investors historically. For example, how often have the stock market's annual returns actually aligned with its long-term average?
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FinTech - What Apps You Should Know

By Mary Suplee on Dec 7, 2017

Technology

Smart-phones are less of an option these days and more of an extension of everyday life. Your phone is there for you when you need to know the weather or connect with your friends and colleagues.

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