Wilmington, NC 28403
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
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Bachelor of Science - Business