SSI Investment Management provides investment advice to separately managed accounts, investment sub-adviser to open-end management investment companies and as a general partner of an investment limited partnership. SSI invests in equity, convertible and fixed income securities. SSI may tailor its services to the needs of individually managed accounts by managing each such account according to the strategy selected by the client.
Assets Under Management$2.2B
Clients87
AdvisorsN/A
Avg. per Client$25M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
SSI Investment Management charges an annual percentage of the value of your investments, billed either semi-annually or quarterly, depending on the investment strategy.
Here are the fees for different strategies:
- Balanced/Core Equity (Separate Account): 1.00% annually
- Hedged Convertible Income (Separate Account): 0.85% annually
- Hedged Convertible Opportunity (Separate Account & Domestic L.P.): 0.85% annually
- Flexible Allocation (Separate Account): 1.00% annually
- Convertible Investment/Investment Grade Convertible (Separate Account & Domestic L.P.): 1.00% annually
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