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Strategic Investment Partners

1508 Military Cutoff Rd.
Suite 206

Wilmington, NC 28403


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.

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General Information

Firm Start Year


No. of Employees


Firm CRD#


Name of Broker/Dealer

Cambridge Investment Research, Inc.

Name of Custodial Firm

Pershing, LLC

States Licensed in


Years of Experience in Financial Services


Number of Years with Current Firm


Advisory Services Provided

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

Qualifications & Membership

Certifications, Accreditations & Designations

Accredited Investment Advisor

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Casualty, Property, Variable Life, Life, Variable Annuity

Compensation and Fees

Fee Structure


Compensation Methods

Based on Assets


Bachelor of Science - Business

University of North Carolina at Wilmington

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

Additional Detailed Disclosures