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

I often get questions about whether it’s a good time to invest when the markets are reaching new highs. Look at the illustration of the S&P 500 below  from Dimensional Fund Advisors. On average, when the market closes at a monthly high, it is even higher over 80% of the time in the next one,three,and five years. What is particularly interesting is that the number is almost the same as if the index did not hit a new high. I don't know about you but I can't  see much difference between the two. For the long term investor, there's no reason to try to time the markets.

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The Role of Volatility

By Mary Suplee on Oct 12, 2018

This interesting slide that I just received from J.P. Morgan was a good reminder of the role that market volatility plays in achieving long term investment goals. The red dot shows the largest decline in any year and the gray bar where the year ended. The average inter year decline since 1980 was 13.8%. The most amazing one to me is 1987 where it was down 34% and ended up 2% for the year. The point is that Markets go through gyrations as a normal course and the only way to have a successful long term investment strategy is to stay invested for the long term and ignore fluctuations.

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