Doctor's Life Magazine, Tampa Bay Doctor's Life Tampa Bay Vol. 2 Issue 2, 201 | Page 17
Comprehensive
Financial
Planning
www.investsipco.com
Investment Management Services
For Physicians
Strategic Investment Partners LLC, (SIPCO) is an independent, investment management services firm for individuals, family
trusts, charities, foundations & retirement plans. We are accountable to an RIA fiduciary standard (we sell no products &
will accept no investment commission). We strongly believe in conservative & long term wealth preservation strategies using
portfolio diversification, dividend reinvestment, & efficient/direct low cost investing (eliminating layers of financial industry
fees). We provide our client’s the added safety of non-custodial asset management, GIPS compliant & audited portfolios,
& Morningstar rated investment composites.
~ Named “Best Financial Advisers for Doctors” by Medical Economics magazine each year since 2004 ~
Conservative
Investment
Philosophy
Schedule a consultation: 800-805-5309 ext 14
via email: [email protected]
Strategic Investment Partners LLC, 10300 49th Street North Suite 133, Clearwater, FL 33762 727-898-7700