Mutual Fund Product

An Equity Investment for Today’s Volatile Markets

Structured Investment Management (SIM) develops funds using its patented technology to offer investors diversification and to permit investors to:

• Save for college or a home,
• Save for retirement or generate income during retirement, and
• Provide for the costs associated with increased healthcare expenses and longevity.

SIM's Patented Mutual Fund Technology

Our patented technology facilitates:

• Familiar, continuously offered open-end mutual fund format
• Daily liquidity with daily subscriptions and redemptions at daily published NAVs
• Full and permanent allocation to the underlying equity market
• Protected NAV independent of the equity market's performance

Institutional Fund Solutions and Advisory Services

Access Cutting-Edge Financial Design

SIM’s innovative products can help institutions (including fund complexes, insurance companies and retirement plan providers) differentiate themselves and drive market share in an important demographic.

Structured Investment Management's product development expertise can provide financial institutions:

• Sub-advisory services,
• Turn-key protected mutual fund delivery, and
• Product design and implementation services.

As a fiduciary, SIM can design or provide product for institutions, eliminating the conflict of interest that arises in a closed architecture distribution model and/or the lack of fiduciary oversight that exists with respect to traditional approaches to structured products.