Structured Insights' own Ed Condon will be joining Michaelangelo Dooley, CFP® and Tim Mortimer on a special speaking panel at the upcoming SRP Americas 2024 conference in New Orleans! There is still time left to join us in person September 10-12th. Reserve your spot today: https://lnkd.in/gvDrPKta #SRPAmericas #SRP #structuredproducts #structuredinsights
Structured Insights
Financial Services
New York, NY 53 followers
Transforming Structured Note Strategies for Efficiency, Scale and Success
About us
Structured Insights provides high-value consulting services for RIAs, TAMPS, and Wealth Platforms in the fast-growing sector of Structured Note SMA Investment Strategies.
- Website
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www.structuredinsights.com
External link for Structured Insights
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2024
- Specialties
- management consulting, Structured Notes, Separate Managed Accounts, SMA, and Alternatives
Locations
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Primary
Get directions
New York, NY, US
Employees at Structured Insights
Updates
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🌟 Exciting News! 🌟 I’m thrilled to announce that GoalVest Advisory has joined the Structured Insights family! 🎉 At Structured Insights, we're committed to delivering scalable solutions for Structured Note Separate Managed Accounts (SMAs). Partnering with the team at Goalvest marks a significant milestone in our journey, and we’re eager to collaborate on innovative strategies that drive success. Thank you to Sevasti Balafas, CFA, CPWA® for trusting us with your business, and here’s to a successful partnership ahead! 💼🤝 #StructuredInsights #StructuredNoteSMA #StructuredNotes
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