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. We stand out in terms of the depth and continuity of our Investment Team, as well as our investment process and performance.

Our clients 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.

SSI Investment Management LLC believes all information contained in its posts to be accurate but we do not guarantee its accuracy. The analyst(s) principally responsible for preparing the research certify the views expressed accurately reflect their personal views about the subject security (ies) or issuer(s) as of the date of posting, and that their compensation was not, is not, and will not be directly or indirectly related to the specific recommendations or views contained in the post. None of the information reported or opinions expressed constitute a solicitation of the purchase or sale of securities or any commodities. SSI operated under the name of SSI Investment Management, Inc. (1/1/1973-4/30/2019) and as of 5/1/2019 operates as SSI Investment Management LLC.

Investment Management

SSI Investment Management

SSI Investment Management's headquarters in Los Angeles, United States

Stephen Wachtel

Michael J. Opre

Dagney Maseda

Alex Volz

The Portfolio Management team at SSI Investment Management is responsible for overseeing and executing investment strategies aimed at delivering competitive returns while mitigating risk. Leveraging their extensive experience with Convertible Securities and other asset classes, they conduct in-depth research, manage client accounts, and ensure portfolio alignment with client objectives. With a strong focus on innovative and alternative investment ideas, the team collaborates closely to navigate various market cycles, maintaining a commitment to sound financial judgment and exceptional client care.

Portfolio Management

The Leadership Team at SSI Investment Management is responsible for guiding the strategic direction and operational oversight of the firm. This team ensures the alignment of investment strategies with client needs, spearheads business development initiatives, and guarantees regulatory compliance. They oversee the investment processes, aiming to optimize performance and risk management, while fostering innovation and maintaining the expertise and stability of the firm through various market cycles.

SSI Investment Management

Org chart

Teams

Portfolio Management

Leadership Team

Offices

SSI Investment Management

Org chart

Teams

Portfolio Management

Leadership Team

Offices

Related companies