Strategic Investment Partners

Financial Services

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.

Portfolio Management

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.

Retirement Planning

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.

401K Rollovers

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.

Risk Management

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.