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- Company Name Strategic Investment Partners (SIPCO)
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Website
http://www.sipllc.com - 157 South 32nd Street Camp Hill Pennsylvania United States 17011
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Strategic Investment Partners (SIPCO)
Investment Advisor
Strategic Investment Partners (SIPCO) is an SEC Registered Investment Advisor with offices in San Antonio, Tampa, Harrisburg and Fayetteville. The Firm offers comprehensive investment management and financial planning primarily to physicians, corporate executives, military personnel and pension funds.
Investment process
The primary goal for managed equity and bond portfolios is capital preservation. SIPCO strives to build portfolios that can withstand the worst of stock and bond markets. The ability to protect capital is based upon quadrant box investing, sector selection, and hedge utilization. When selecting equities, SIPCO seeks out stocks that meet criteria for solid relative value (Quadrant Box) and low beta (risk) based upon low historical P/E, P/S, and P/CF ratios. When choosing among the various sectors of the economy, the Firm focuses on three specific criteria:
1. Superior historical investment returns
2. Low correlations
3. Defensive capabilities
Important info
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Personal Track Record returns are calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.