SSI Investment Management

Beverly Hills, United States Founded: 1973 • Age: 53 yrs Acquired By Resolute Investment Managers
Diversified investment management services are provided across various assets.
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About SSI Investment Management

SSI Investment Management is a company based in Beverly Hills (United States) founded in 1973 by John Gottfurcht was acquired by Resolute Investment Managers in December 2018.. SSI Investment Management offers products and services including Convertible Investment Strategy, First Trust SSI Strategic Convertible Sec ETF, and American Beacon SSI Alternative Income Fund. SSI Investment Management operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

  • Headquarter Beverly Hills, United States
  • Founders John Gottfurcht
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
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Products & Services of SSI Investment Management

SSI Investment Management offers a comprehensive portfolio of products and services, including Convertible Investment Strategy, First Trust SSI Strategic Convertible Sec ETF, and American Beacon SSI Alternative Income Fund. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Strategy for managing convertible securities investments.

ETF focused on convertible securities for risk-adjusted returns.

Fund providing alternative income through investment strategies.

People of SSI Investment Management
Headcount 10-50
Employee Profiles 3
Employee Profiles
People
Stephen Wachtel
Managing Director And Portfolio Manager

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Teams

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Funding Insights of SSI Investment Management

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Investors in SSI Investment Management

SSI Investment Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Resolute Investment Managers. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Funds investment management is handled via a dedicated platform.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by SSI Investment Management

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - SSI Investment Management

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Ssi Investment Management Comparisons

Employees
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Competitors of SSI Investment Management

SSI Investment Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Financial services are provided to consumers and corporations worldwide.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Ssi Investment Management

Frequently Asked Questions about SSI Investment Management

When was SSI Investment Management founded?

SSI Investment Management was founded in 1973.

Where is SSI Investment Management located?

SSI Investment Management is headquartered in Beverly Hills, United States. It is registered at Beverly Hills, California, United States.

What does SSI Investment Management do?

SSI Investment Management was founded in 1973 and is based in Beverly Hills, United States. Operations focus on the financial sector, where diversified investment strategies are managed for clients. Services include portfolio management, asset allocation, and advisory support tailored to institutional and individual investors. The firm is led by founder John Gottfurcht as president, with activities centered on long-term value creation in equities, fixed income, and alternative investments.

Who are the top competitors of SSI Investment Management?

SSI Investment Management's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does SSI Investment Management offer?

SSI Investment Management offers Convertible Investment Strategy, First Trust SSI Strategic Convertible Sec ETF, and American Beacon SSI Alternative Income Fund.

Who are SSI Investment Management's investors?

SSI Investment Management has 1 investor. Key investors include Resolute Investment Managers.

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