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

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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In the wake of hurricanes Harvey and Irma, two of the worst storms to make landfall in the U.S., the fate of thousands of homeowners is still up in the air. So, it may seem a bit trivial to point out that the storms also destroyed thousands of luxury and classic cars. While the dollar amount of damages pales in comparison to the loss of homes, estimates put the total at somewhere between $100 million and $300 million for luxury and classic car damages alone, which is not a trivial amount.

While not the first hurricanes to target concentrated areas of wealth, Harvey, with its amount of rain and Irma with its massive storm surge, were the worst kinds of storms for cars in general. Aside from the typical falling tree branches and collapsing garages, most cars suffered from the massive flooding. Salt water is among a car’s worst enemies. And for luxury and classic cars, every custom part or material begins to corrode almost immediately. The most tragic of losses were the prized collectible autos that just can’t be replaced.

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Protect Yourself from Identity Theft

By Mary Suplee on Sep 15, 2017

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.
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