In the 30+ years building and managing a successful investment advisory firm, I was continuously searching for an investment solution that seemed to be a unicorn: the solution needed to be logical, repeatable and BETTER than the existing buy and hold solutions that permeate the advisory world.

My experiences from 1989 through 2019 exposed to me many interesting ideas, many brilliant people with incredible minds and countless “New Solutions” to solve the riddle of making investing better – or safer – or less expensive – or easier for people to understand. But NOTHING proved to ALWAYS work!

Through it all, I was always bothered by two quotes:

If a law does not work even in one place where it ought to, it is just wrong. - Richard Feynman

If you can’t explain it to an eight year old, you don’t understand it. - Richard Feynman

So NO ONE on wall street could refute EITHER of those quotes, yet they continued to proclaim that they had a SOLUTION. Now their Solutions all refuted another famous theory that I’ve always ascribed to which is “Occam’s Razor” - or the theory of parsimony.

Simply put, Occam’s Razor states that, when provided potential solutions to a problem, choose the simplest solution or the one with the fewest parts”

Wall Street SURE DIDN’T DO THAT!

The SSIM Structural Solution has very few moving parts. Its goal and design is Crystal Clear, It is Extremely low cost, It provides a guaranteed solution to the client who creates it and takes no maintenance once created. (Periodic maintenance may benefit the client but is not necessary to achieve their stated goal!)

We would love to show you the way.

We’ll show you the light.