Security Investment Partners

Specialties

We invest money; we don’t sell products. We are Investment Managers dedicated to a small number of private clients. We are not financial planners, or insurance brokers. We do not charge a fee to allocate mutual funds, which eliminates layers of fees.

At Security Investment Partners, we manage individual securities, legacy positions, equity portfolios and fixed-​income portfolios as is appropriate for client goals and risk tolerance. The majority of our time is focused on our investment performance, rather than marketing.

We have a vested interest in performance, as the portfolios of the firm principals contain the same holdings as our clients’ portfolios.

Securities and funds are held in the name of the client at third-​party custodians of the client’s choice, ensuring complete liquidity, security and transparency.

Call Security Investment Partners today to secure your future through sound investment management.

History

Established in 2005.

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.

Meet the Business Owner

David M.

Business Owner

Dave MacVean has managed investment professionally for over 20 years. Mr. MacVean started managing client money for Dean Witter, when their motto was «One Investor at a Time.» He was recruited by Michael Collins to join Van Kasper, a successful investment bank in San Francisco, that was eventually purchased by Wells Fargo. While working at bank of America Private Bank, Mr. MacVean became convinced packaged products are not in the best interest of the investing public. He is an experienced professional who is open minded and flexible. He works hard to research growing companies, and is disciplined to invest in sound businesses.