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Find Top Financial Advisors in Wrightsville Beach, North Carolina

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Financial Advisor
Strategic Investment Partners1508 Military Cutoff Rd.Wilmington, NC 28403
ExperienceN/A
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Based
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Strategic Investment Partners
VETTED
Strategic Investment Partners
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.
Advisory Services Provided
Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Based, Hourly, Based on Assets
Office Location
1508 Military Cutoff Rd.,Suite 206,Wilmington,NC 28403
Phone Number
910-509-7230

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