FAQs

  • Q
    Do you hold my money?

    Absolutely not! We are fee only registered investment advisors, not brokers. Your funds and securities are held at a custodian in your name only.

  • Q
    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.

  • Q
    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.

  • Q
    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.

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