Professional Investment Advisors

SSI offers a suite of differentiated solutions to meet the needs of high net worth and retail investors

Flexible Allocation Portfolios

SSI’s award winning Flexible Allocation strategies use best-of-breed ETFs to actively position portfolios and allocate assets based on our proprietary Tactical Asset Allocation model with a fundamental overlay.

First Trust SSI Strategic Convertible Sec ETF

FCVT is an actively managed exchange-traded fund that seeks to deliver total return by investing, under normal market conditions, at least 80% of its net assets in a diversified portfolio of U.S. and non-U.S. convertible securities.

American Beacon SSI Alternative Income Fund

PSCIX is a mutual fund serving as a liquid alternative solution designed to capture returns from multiple return drivers with a low correlation to capital markets.

Innovative Investment Strategies

We are Committed to Delivering an Exceptional Client Experience

We are Disciplined & Proficient in our Investment Approach

We are Experienced and Innovative in Creating Customized Investment Solutions

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