About the Business
At Security Investment Partners, our mission is to help our clients secure their future through sound investment management. We are solely focused on managing individual securities, legacy positions, equity portfolios and fixed-income portfolios, tailored to meet each client's goals and risk tolerance. Our team has a vested interest in performance, as our own holdings exactly match those of our clients. All securities and funds are held at third-party custodians of the client's choice for maximum liquidity, security and transparency.
We don't charge any fees to allocate mutual funds, thus eliminating layers of costs. Our focus lies solely on achieving superior investment results, rather than marketing. We offer our clients an unparalleled level of expertise, experience and commitment to delivering exceptional returns. Contact Security Investment Partners today to learn more about our services.
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- We started our firm after working for some of the largest financial institutions in the world. We saw the increased focus by the major firms to market products that benefit the institution rather than the clients. Our focus is performance, transparency and liquidity. We only invest in publicly traded securities, and we invest our personal and family accounts in the same securities we buy for our clients. We eat our own cooking. After the market downturn of 2008-2009, we are proud to say we have survived and thrived. Our focus on researching and buying shares in growing companies that make real products has provided our clients with a fair return on their investment. We like to say we invest money like banks did in the 1950's, before the invention of the mutual fund, when clients held stocks for the long term, and investors owned company shares directly. We think this tried and true method is still the best way to keep fees low, and to realize above average returns.
- (619) 787-3021
- 2907 Shelter Island Dr Ste 105-405, San Diego, CA 92106
- Visit Website
Opening Time
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Mon
6:30 AM - 5:00 PM
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Tue
6:30 AM - 5:00 PM
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Wed
6:30 AM - 5:00 PM
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Thu
6:30 AM - 5:00 PM
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Fri
6:30 AM - 5:00 PM
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Sat
Closed
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Sun
Closed