BRENT F. HAYES - MANAGING PARTNER:
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.
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.
|Firm Start Year:||1967|
|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|
|Number of Years with Current Firm:||50|
|Advisory Services Provided:||Estate Planning & Trusts, Portfolio Management, 401K Rollovers, Financial Planning for Individuals, Financial Advice & Consulting, Retirement Planning|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Casualty, Life, Property, Variable Annuity, Variable Life|
Compensation and Fees
|Compensation Methods:||Based on Assets, Hourly|
|Organization:||Wrightsville Beach Foundation - Wrightsville Beach, NC|
|Position :||Board Member|
|Duration :||05/01/2018-Currently holding|
|Bachelor of Science - Business||
University of North Carolina at Wilmington
Financial Advice & Consulting
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. There have been eight alternating cycles since 1896, with each averaging 14 years in duration. Where an individual gets on the "investment train" can have a tremendous impact on portfolio returns over time. However, even an individual fortunate enough to see two bull markets need a "game plan" to navigate a potential 14+ year stretch of bearish conditions. It is important to have at one's disposal strategies that are effective in both generally rising bull markets and falling bear markets.
Financial Planning for Individuals
While developing a customized financial plan, we walk our clients through a step-by-step process that helps the client feel confident in their decisions. Once the clients goals have been established, we customize appropriate strategies to suit their vision and objectives. We can help execute an independent financial a program utilizing tax strategies, investment management, retirement strategies, estate conservation, and insurance.
We provide independent, trusted and personalized advice which is derived from in-house expertise coupled with carefully selected back office research and vetted trend analytical firms.
Many people are unsure about the best way to withdraw assets from their accumulated savings vehicle once they are retired. We make sure the assets are managed properly and efficiently to withdraw income minimizing tax consequences and creating longevity. We make sure that retirees will be able to outlive their assets and live the lifestyle they desire.
When you take a 401k from an old job, you have a few options on what to do with it. Many people choose to convert or "rollover" their 401k assets into an IRA. We work with our clients walking them through this step-by- step process to an end result of more control of their personal assets while also providing a more diverse investment selection.
Estate Planning & Trusts
We will facilitate meetings with all of the advisors that can help to create a long-lasting estate plan. Whether you are working with an attorney and CPA or not, we will make sure to choose professionals that will fit your needs and understand your family wishes to create the legacy you desire. If this is not the case, we will facilitate and coordinate meetings with several choices of professionals and allow you to choose whom you feel most comfortable with for the process. Once you have chosen professionals, we will be your advocate to make sure you are getting the most from those relationships.
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.
Do you have a customer satisfaction or refund policy?
We have established such a trust and transparent understanding of investing with our clients they offer to speak to new prospective clients of Strategic Investments Partners. We will arrange for you to speak with a current client or clients upon your request.
Why should I choose you as my financial advisor?
A firm with over 50 years of experience speaks for itself. Eastern North Carolina is a close knit community and we pride ourselves of our clean U4's and reputation with clients.
What are your qualifications? What is your education background?
Our approach is unique and our investment discipline is our value.
How do you charge for your services?
Risk Analysis, Portfolio Construction, Financial Planning, Retirement Income Planning, Estate Planning.
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Our firm is a team and we work together to represent our clients.
|Mon.||6:00 AM - 8:00 PM|
|Tue.||6:00 AM - 8:00 PM|
|Wed.||6:00 AM - 8:00 PM|
|Thu.||6:00 AM - 8:00 PM|
|Fri.||6:00 AM - 8:00 PM|
|Sat.||8:00 AM - 12:00 PM|
|Carolina Beach||Castle Hayne|