Firm at a Glance
FIRM TYPE
Asset Manager
LOCATION
Beverly Hills, CA
FOUNDED
1973
AUM
$1B - $5B
SECTOR
EnergyConsumer ProductsHealthcareIndustrialsTechnologyTelecomUtilities
FOCUS
EquitiesFixed IncomeAlternatives
PRODUCT FOCUS
Mutual FundETFSeparately Managed Account
Overview

Founded in 1973, SSI Investment Management is an institutional asset management firm that focuses on innovative, alternative ideas that resonate in the marketplace. We strive in finding inventive ways to deliver competitive returns while providing risk mitigation through sophisticated investment techniques. We have a long history and deep expertise in convertible securities, allowing us to offer investors the best this hybrid asset class has to offer.

Our foundation is built on three key principles: safety, consistency, and preservation of capital. We stand out in terms of the depth and continuity of our Investment Team, as well as our investment process and performance.

We are dedicated to serving the needs of our clients, who range from institutional public and corporate Pension Plans, Insurance Companies, Sub-Advisory, Endowments, Foundations, Taft-Hartley, RIAs and Family Offices.

Our team has worked together through all kinds of market cycles since the 1990’s. These professionals, with backgrounds specializing in a wide range of fields, including finance, economics and business development, are dedicated to sound financial judgment and the ability to care for our clients.

We have an unwavering commitment to fair practices.