When you work with Structured Asset Management, Inc., you benefit not only from our experience and expertise, but also from our network of strategic partners. Each partner is carefully selected to enhance the relationship we build with you and provide whatever is needed to help you reach your goals.
Dimensional Fund Advisors
Structured Asset Management, Inc. is proud to be one of a select group of independent fee-only advisors with access to Dimensional Fund Advisors. This enables us to offer institutional quality investments based on the leading edge of investment strategy that are not widely available to most retail investors.
We take the protection of your assets very seriously and at no time do we ever take custody of your funds. We have chosen to custody assets with TD Ameritrade Institutional — a leading provider of comprehensive brokerage and custody services — which delivers to advisors and their clients one of the highest levels of security available. Read more about the protection they offer here.
Allied Professional Partners
We have an extensive network of allied professionals to help offer solutions for an array of wealth management needs. Through our professional partners, we are able to offer comprehensive estate planning, tax strategies, insurance and accounting services. We recognize that you may already have a longstanding relationship with other professionals and are also happy to work with your existing accounting, legal, or insurance specialists.