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!

Services

 

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.
 

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.
 

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.

We manage assets for individuals and families, providing investment management, and financial planning services.

Blogs

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There are a few ways in which you can improve your income in retirement. Read on to see if any of the following might be appropriate for your situation.
William Suplee |
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ETFs can complement mutual fund investing and allow for higher tax efficiency. Read about some of the differences and advantages.