Not only is it LOGICAL, EASY TO UNDESTAND and EASY TO IMPLEMENT. The SSIM folks walked me through the process, helped me implement my chosen solution and THEN showed me how the SSIM solution allows me to both simplify my life and save on banking and credit card usage. It’s ALL about being efficient!

I remember learning that “money is fungible” in finance class in college. It never meant anything because people can’t take advantage of that concept. Now I understand how to use that concept and I lowered my risk exposure, simplified and linked all of my portfolios and never limited my gains.

The SSIM Solution totally changes how I handle my financial life and all I had to do was listen to them and use their concepts - their easy to use software gathers and links all of your existing financial assets and gives you daily updated reports.

I didn’t have to change anything but the investments!

GL - Doylestown, PA

What people are saying.

  • "I had a $500k portfolio at Merrill Lynch. I was able to LOWER my expenses by more than $6,500 per year, lowered my risk dramatically and have outperformed the S&P 500 since I started. I used the model, AND TRADED MYSELF at Fidelity. Smart Structure is the smartest, easiest way to handle your money."

    — G.B., Newtown PA

  • "Started this 4 years ago, couldn’t be simpler. Once a year I update my portfolio using “The Model.” I choose my risk maximum – the Model does the rest and gives me my reset portfolio mix. The whole process takes 5 minutes, MAX. I make 1 trade, by myself. I save fees and expenses (which was up to $15k per year) and I’m beating the S&P. If you DON’T check this out, you’re a fool. A better solution DOES NOT exist."

    — Dan H., Philadelphia PA

  • "I was happily using Fidelity to manage my assets in retirement. I was introduced to Smart Structure Models and couldn’t believe how much better it was than what I was doing. I eliminated hidden expenses, dramatically lowered my risk, and my returns were almost double what my old portfolio did (I compared the two for 1 year). I kept the same exact accounts at the same broker, I just stopped wasting money. Everything is crystal clear, I couldn’t be happier."

    — Steve S., Lovettsville VA

  • Efficient, Understandable and Fungible?!!

    Not only is it LOGICAL, EASY TO UNDESTAND and EASY TO IMPLEMENT. The SSIM folks walked me through the process, helped me implement my chosen solution and THEN showed me how the SSIM solution allows me to both simplify my life and save on banking and credit card usage. It’s ALL about being efficient!

    I remember learning that “money is fungible” in finance class in college. It never meant anything because people can’t take advantage of that concept. Now I understand how to use that concept and I lowered my risk exposure, simplified and linked all of my portfolios and never limited my gains.

    The SSIM Solution totally changes how I handle my financial life and all I had to do was listen to them and use their concepts - their easy to use software gathers and links all of your existing financial assets and gives you daily updated reports.

    I didn’t have to change anything but the investments!

    GL - Doylestown, PA

Dream it. Build it.

Smart Structure.