Strategic Investment Partners- Financial Advisor Wilmington, NC

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About Strategic Investment Partners

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with personalized information, services, and products to help you reach your goals. Strategic Investment Partners is a sub-branch of Conway & Company Financial Services. We operate as FIDUCIARIES so we are ethically and legally required to invest our client assets in their best interest.

A long-term perspective of the Dow Jones Industrial Average reveals the reality there are extended periods of time which the US equity market will trend upwards, and also long periods of time where the market will instead stagnate or move generally lower. Our Fact-Based Strategy - Underpinning our Fact-Based strategy is a set of core beliefs about the market.

These core beliefs are:

1. We don't know where the market will go - and neither does anyone else.

2. Wherever the market goes, it will get there by trending.

3. Along the way, there will be outperformers and underperformers.

Armed with these three core beliefs, we are well equipped to handle whatever the market brings - ALL WITHOUT HAVING TO MAKE A SINGLE PREDICTION. Using supply and demand analysis, our Fact- Based strategy concentrates on identifying outperformers to include in our portfolios. Together, they give us the "when" and "what" - the two essential ingredients of success.

See Disclosures

General Information

Firm Start Year

1967

No. of Employees

10-19

Firm CRD#

39543

Name of Broker/Dealer

Cambridge Investment Research, Inc.

Name of Custodial Firm

Pershing, LLC

States Licensed in

NC, NY, FL, VA, MD, OR, WA, GA, SC

Years of Experience in Financial Services

Number of Years with Current Firm

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Planning for Individuals, Estate Planning & Trusts, Financial Advice & Consulting

Compliance

Acknowledged fiduciary

Qualifications & Membership

Certifications, Accreditations & Designations

Accredited Investment Advisor

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Variable Annuity, Property, Casualty, Life

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Hourly

Education

Bachelor of Science - Business

University of North Carolina at Wilmington

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1884794/paladinregistry-Strategic-Investment-Partners-detailed-disclosure.html

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Strategic Investment Partners