Tim McIntosh CFP MBA MPH
SIPCO - Strategic Investment Partners

Tel: (800) 805-5309
1100 Northeast 410
Suite 636
San Antonio, TX 78209

Independent RIA Investment Management Company

SIPCO - Strategic Investment Partners | Financial Advisor in San Antonio ,TX

About SIPCO - Strategic Investment Partners

SIPCO is a San Antonio based, independent, investment management services firm for individuals & institutions. SIPCO has shown consistent superior returns vs. the market and serves individuals, family trusts, charities, foundations & 401(k) retirement plans. Inclusive Financial Planning W/CFP. SIPCO is a U.S. Disabled Veteran owned/operated small business. Accountable to an RIA fiduciary standard (we sell no products & accept no commissions), we believe in conservative, long term wealth preservation strategies utilizing portfolio diversification, dividend reinvestment & efficient low cost investing (eliminating layers of financial industry fees). Additional safety is provided through non-custodial asset management, GIPS audited performance & Morningstar rated composites. Each portfolio is independently and exclusively managed by our own portfolio management team. Voted a "Five Star Wealth Manager" by Texas Monthly magazine. Named "Best Financial Advisers for Doctors" by Medical Economics Magazine each year since 2004. State registered in TX, FL, NC, & PA. Published: "The Sector Strategist" 2012 Wiley Finance...Timothy J. McIntosh (SIPCO CIO) ~ ?The Bear Market Survival Guide? 3rd edition 2009 Eckerd Press?Timothy J. McIntosh


General Information

Firm Start Year:   1999
No.of Employees:   5-9
Name of Broker/Dealer:   Independent RIA ~ No Product Sales
Name of Custodial Firm:   Fidelity
Number of Years with Current Firm:   15
Work Experience:   Timothy J. McIntosh serves as CIO/Chief Investment Officer and is the founder of SIPCO. He oversees all aspects of major client accounts and serves as the lead portfolio manager for the firm's equity and bond portfolios. He acts as the firm's chairman of the investment committee. He served as a Professor of Finance at Eckerd College from 1998 to 2008.Mr. McIntosh?s is the author of The Bear Market Survival Guide and the recently published book The Sector Strategist, which was released by Wiley Publishing in March 2012. He has been featured in such notable publications as the Wall Street Journal, New York Times, USA Today, San Antonio Express News, Tampa Bay Times, Investment Advisor, Fortune, and The St. Petersburg Times. He has been recognized as a 2011 Five Star Wealth Manager in Texas Monthly magazine. Named ?Best Financial Advisors for Doctors 20113 in Medical Economics Magazine every year since 2004. Medical Economics is a national healthcare publication and is the leading business resource for physicians. He is a contributor to SeekingAlpha, a premier website of investment opinion. Bachelor of Science Degree in Economics from Florida State University, Master of Business Administration (M.B.A) degree from the University of Sarasota, Master of Public Health Degree (M.P.H) from the University of South Florida, CERTIFIED FINANCIAL PLANNER, TM. His previous experience includes employment with Blue Cross/Blue Shield of Florida, Enterprise Leasing Company, and the United States Army Military Intelligence. He and his wife, Kim, have two sons and reside in Boerne, TX.
I work with the following types of clients:   Individual Investors , Investment Clubs , Non-Profit Organizations , Businesses , Pension Funds
Foreign Languages Serviced:   Spanish- Contact SIPCO's Annie Serrano


Services

Investment Types:   Options & Futures , Bonds , Mutual Funds , Commodities , Stocks , Alternative Investments , Exchange Traded Funds (ETFs) , FOREX & Currency , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home , At your office , Via email , Via phone


Firm Information

Firm's Number of Clients:   200
Firm's Number of Planning Clients:   200
Firm's Number of Managed Clients:   200
Assets Managed by Firm:   $57,000,000.00
Advisor's Number of Clients:   200
Advisor's Number of Managed Clients:   200
Advisor's Number of Planning Clients:   200
Assets Managed by Advisor:   $37,500,000.00


Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $100K


Tim McIntosh CFP MBA MPH

Tim McIntosh CFP MBA MPH

My Services


Financial Advice & Consulting

Independent advice and consulting to individuals, families, trusts, pension funds, institutions.


Financial Planning for Individuals

Active low cost management of assets utilizing separate accounts held by a 3rd party custodian.


Financial Planning for Businesses

Sub-manager for independent financial planners seeking low cost active management large cap growth, large cap value & fixed income through separate accounts for their clients.


My Team


Terry  Langston

Terry Langston


401(k) & HNW Client

Terry L. Langston, Director of Marketing, 401K Services & National Client Support. Originally a SIPCO client (for his own investment portfolio). Terry joined the SIPCO team in May of 2012. Terry has 27+ years of experience in senior client management, sales, and marketing. Prior experience included acquisition and retention of large Fortune 500 multi-location national clients & third party logistics providers (3PL's) in the Automotive, Energy, Plant Industrial, Agriculture, Food Processing, Avia ...more

Anne Serrano

Anne Serrano


SIPCO Head Trader

Annie Serrano serves as Head Trader and provides operations support for the firm. She is an Advent Axys & Moxy Trading specialist. She provides customer support, daily portfolio reconciliation, performance reporting and assists in compliance. She also maintains control procedures and performs data integrity audits to ensure accuracy. Bachelor of Arts Degree in Economics from Northwestern University, her previous experience includes employment with Chicago based Premier Asset Management, LLC. & W ...more

Paul MacNamara

Paul MacNamara


CEO

Paul MacNamara CEO/Chief Executive Officer & serves as the firm's senior market strategist and client relations manager. He is a member of the firm's investment committee and manages the firm's ETF & mutual fund portfolios. He also provides client wealth management services for individuals and businesses. He operates and manages the Camp Hill, PA branch office. Bachelor of Arts Degree in History from Millersville University, Master of International Relations degree from Troy State University, CE ...more

Communities Served

Adkins Atascosa
Boerne Bulverde
Cibolo Converse
Elmendorf Helotes
La Coste La Vernia
Marion Mico
Saint Hedwig San Antonio
Schertz Somerset
Universal City Von Ormy
Texas Hill Country

Office Hours

wiseradvisor-balck-li-img Sun. 9:00 AM - 8:00 PM
wiseradvisor-balck-li-img Mon. 8:00 AM - 8:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 8:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 8:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 8:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 8:00 PM
wiseradvisor-balck-li-img Sat. 8:00 AM - 8:00 PM
see more

News & Events


Tampa Bay Times - Modest Gains for 2014?
When: 01/03/2014
Details:SIPCO's CIO Tim McIntosh interviewed by the Tampa Bay Times ...more


The Deflationary Risk
When: 01/01/2014
Details:Article on Deflationary Risk by SIPCO's Tim McIntosh ...more


Mitigating The Fiduciary Risk of 401(k)s
When: 10/01/2013
Details:Article in MD News by SIPCO's Terry Langston on how a 401(k)Plan Sponsor can mitigate liability by utilizing a 3(38) fiduciary investment manager. Explains the difference between the common 3(21) and higher level 3(38) fiduciary advisors. ...more


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