STRATEGIES

Fixed Income Alternative

Utilizes an absolute return focus in unleveraged and leveraged products

Hedged Convertibles

Conservative Equity Alternative

Broad equity participation through the full spectrum of available convertible securities

Convertible Investment

Conservative Equity Alternative

Broad equity participation through investment grade convertible securities

Investment Grade Convertibles

Multi Asset Portfolio

Absolute return that utilizes a variable market exposure component to help preserve capital

Flexible Allocation

All-Cap Equity

Focuses on outperforming the broad market on a risk adjusted basis

Core Equity

Adjustable Risk/Return Option

Portfolio allocation aimed at balancing risk
and return through equity and fixed income instruments

Balanced

SSI Investment Management LLC ("SSI") claims compliance with the Global Investment Performance Standards (GIPS®)


SSI was established in 1973 and is a Registered Investment Advisor based in Los Angeles, CA.  SSI manages assets in domestic and global capital markets.  SSI applies quantitative disciplines and fundamental research in its management of alternative and traditional portfolios for institutional and high net-worth investors.  SSI manages separate accounts, limited partnerships and acts as sub-advisor to mutual funds.  Effective June 1, 2019, Resolute Investment Managers, Inc. will have a majority interest in SSI, however, SSI will continue to operate independently.  SSI does not have any subsidiaries.  SSI acquired the assets of Froley, Revy Investment Co., Inc. (“Froley, Revy”) and its composites as of March 1, 2009.


A list of the Firm’s composite descriptions and/or compliant presentations are available upon request.  Please contact juliea@ssi-invest.com


HISTORY TEAM PHILANTHROPY
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9440 Santa Monica Blvd., Suite 800, Beverly Hills, CA 90210  Tel: (310) 595-2000  Fax: (310) 595-2089

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