About Us

Structured Investment Management was founded specifically to provide investment management services to help control risks while simultaneously providing exposure to markets that can provide attractive returns. It is our goal to provide valuable new investment products that can help a significant number of people improve their financial well-being.

What are Structured Investments?

Structured investments are packaged investment alternatives that utilize derivatives technology to create return characteristics not available in the underlying cash markets. For example, a principal-protected investment can allow investors to participate in the stock market while being assured of a minimum return. Alternatively, a yield-enhanced investment can provide investors with a higher current yield while maintaining some equity exposure.

Our Business

Structured Investment Management has unmatched expertise and success in operating at the intersection of:

• Derivatives structuring and risk-management
• Securities and investment regulation
• Structured credit
• Taxation

We are exclusively focused on the design, engineering and management of value-added product solutions to retail and institutional investors.

Our operational effectiveness is enhanced by our strategic relationships with investment banks, insurers, asset managers and distributors.

Click here to review our Corporate Brochure.

Our Services

In addition to the management of our funds, Structured Investment Management provides:

• Turn-key structured mutual fund delivery,
• Sub-advisory services to asset managers, and
• Structured products design and execution services