Absolutely not! We are fee only registered investment advisors, not brokers. Your funds and securities are held at a custodian in your name only.
How long does it take you to get started?
After engagement of Structured Asset Management, Inc. it generally takes from two weeks to three months to develop a plan and fully invest your assets.
How often will I get reports from you?
All of your trade orders, confirmations and statements are sent to you on monthly basis by the custodian. In addition, for investment management we provide a comprehensive customized quarterly report. Clients can access their statements online from their custodian at any time.
How do I start the process?
The first step is an initial inquiry from you. Contact us here or call (610) 648-0700. We offer a free initial consultation by phone or in-person. When you decide to engage Structured Asset Management, Inc. we will discuss with you the steps and data collection process that will be needed for your situation. A large part of the value you receive is from participating in the process. Articulating your goals is the first step towards achieving them.