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Tim McIntosh CFP® MBA MPH
SIPCO - Strategic Investment Partners

Tel: 800-805-5309
1100 Northeast 410
Suite 636
San Antonio, TX 78209
SIPCO - Strategic Investment Partners | Financial Advisor in San Antonio ,TX

Independent RIA Investment Management Company

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

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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.
Work with the following types of clients:   Pension Funds, Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs
Foreign Languages Serviced:   Spanish- Contact SIPCO's Annie Serrano
Advisory Services Provided:   Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting


Investment Types:   Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Stocks, Bonds, FOREX & Currency, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Email, Our Office, Your Home, Phone, Your Office

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

Financial 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.


WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures


    16 Years of Experience

Office Hours

Sun. 9:00 AM - 8:00 PM
Mon. 8:00 AM - 8:00 PM
Tue. 8:00 AM - 8:00 PM
Wed. 8:00 AM - 8:00 PM
Thu. 8:00 AM - 8:00 PM
Fri. 8:00 AM - 8:00 PM
Sat. 8:00 AM - 8:00 PM

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
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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