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Strategic Investment Partners

Strategic Investment Partners

1508 Military Cutoff Rd.
Suite 206

Wilmington, NC 28403
(910) 5097230

Maintaining the highest standards of integrity

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.

General Information

Firm Start Year

1967

No.of Employees

10-19

CRD#

5915046

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

50+

Number of Years with Current Firm

50+

Qualifications & Membership

Certifications, Accreditations & Designations

Accredited Investment Advisor

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Casualty, Life, Property, Variable Life, Variable Annuity

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Hourly

Education

Bachelor of Science - Business

University of North Carolina at Wilmington
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