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.
Our Team
Brent holds series 7 and 66 securities registrations with Cambridge Investment Research, Inc.. Concentrating on risk management, Brent quickly realized and understood just how essential the prevalence of a risk-managed approach is for his valued clients. Brent decided he wanted to add value by offering total financial services to his clients and joined the family business, Conway & Company Financial Services in 2011. In the fall of 2017, Brent and long-time friend Justin Wolfe expanded the family owned and operated business in Wilmington with Strategic Investment Partners.
Brent is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research, Inc. He is also a licensed insurance agent in the field of Life, Health, Variable Insurance, as well as Property and Casualty.
Brent is a long-time member of the Rotary Club of Kinston and upholds the club values in volunteer and fundraising efforts. He is also a member of the Wrightsville Beach United Methodist Church and continues to strengthen his faith. Recently Brent was nominated to join the Wrightsville Beach Foundation which he gladly accepted a board position. The foundation is a non-profit with a mission statement is a commitment to develop and promote a venue that will have the ability to generate funds that can be used to promote, improve and enhance the quality and enjoyment of our islands parks and recreation programs and amenities.
Justin Wolfe is a Registered Investment Advisor and Managing Partner of Strategic Investment Partners in Wilmington.
3247451
39543
Cambridge Investment Research, Inc.
Pershing, LLC
NC, NY, FL, VA, MD, OR, WA, GA, SC
Bolivia, Burgaw, Carolina Beach, Castle Hayne, Currie, Delco, Hampstead, Kure Beach, Leland, Oak Island, Riegelwood, Rocky Point, Southport, Wilmington, Winnabow, Wrightsville Beach
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50
Retirement Planning, 401K Rollovers, Financial Planning for Individuals, Portfolio Management, Financial Advice & Consulting, Estate Planning & Trusts
Yes
Accredited Investment Advisor
Series 7, Series 66
Variable Life, Variable Annuity, Property, Casualty, Life
Fee-Based
Hourly, Based on Assets
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How are you compensated? How will I pay for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
