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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 |
| Years of Experience in Financial Services: |
16
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| Foreign Languages Serviced: |
Spanish- Contact SIPCO's Annie Serrano
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| 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.
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| Name of Custodial Firm: |
Fidelity
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| Number of Years with Current Firm: |
15
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| Work with the following types of clients: |
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations, Pension Funds
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| Name of Broker/Dealer: |
Independent RIA ~ No Product Sales
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| States Willing to do Business in: |
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
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| Advisory Services Provided: |
Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting
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Services |
| Investment Types: |
Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Firm Information |
| Assets Managed by Firm: |
$57,000,000.00
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| Assets Managed by Advisor: |
$37,500,000.00
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| Advisor's Number of Clients: |
200
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| Firm's Number of Clients: |
200
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| Advisor's Number of Planning Clients: |
200
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| Advisor's Number of Managed Clients: |
200
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| Firm's Number of Planning Clients: |
200
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| Firm's Number of Managed Clients: |
200
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Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$100K
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