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:||401K Rollovers, Retirement Planning, Portfolio Management, Estate Planning & Trusts, Financial Advice & Consulting, Financial Planning for Individuals|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Casualty, Property, Life, Variable Life, Variable Annuity|
Compensation and Fees
|Compensation Methods:||Hourly, Based on Assets|
|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
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.
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.
|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|