A complete list of active advisors currently associated with Structured Investment Advisors, LLC

Warmer can help you find a great advisor at Structured Investment Advisors, LLC or one who fits your needs even better.

Structured Investment Advisors, LLC provides investment supervisory and portfolio consulting services to a diverse client base that includes individual investors (both non‑high‑net‑worth and high‑net‑worth), pension and profit‑sharing plans, charitable organizations, corporations and trusts. Offerings include individualized portfolio management, model asset‑allocation portfolios, pension consulting, and periodic reporting and reviews. The firm manages discretionary accounts largely through mutual funds and a range of model portfolios designed for taxable and qualified accounts, income and growth objectives, and specialized strategies such as emerging markets and socially responsible portfolios. Its process emphasizes asset allocation and fundamental analysis, with quarterly client reminders, at least annual suitability contacts, and periodic rebalancing of model portfolios. Structured Investment Advisors is notable for its relatively high number of client relationships (roughly 299 accounts) relative to typical independent peers and for its substantial engagement with institutional and plan clients, providing services such as written investment policy statements, fund selection and participant education consistent with ERISA 404(c). The brochure also discloses an oral revenue and expense‑sharing arrangement with independent insurance brokers, a business affiliation clients may consider when evaluating potential conflicts of interest.

To learn more about the advisors currently working at Structured Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.