Sid Shupack Email and Phone Number
For over 60 years, I have built and managed client investment portfolios based upon original research and the strict guidelines mandated by my Gold Chip Standard investment philosophy. Through careful study and practice, I have learned that the best performing portfolios for real world clients are those composed of the highest quality companies that have both the competitive edge to continue growing and the financial strength and stability to weather downturns. By diversifying across the leaders in each economic sector and major industries, my clients are able to confidently remain invested during crises that otherwise may have sparked panic selling and fear of the market, thereby avoiding the fear-induced performance drag that plagues so many individual investors. This strategy has consistently proven itself capable of meeting client growth objectives while minimizing risk over many years of practice.Every client I work with receives personalized care, custom-tailored porfolio managment, tax-efficient advice, and the expertise of 60+ years of experience in the market. Additionally, every client of First State Investment Advisors, Inc. can rest confidently in the integrity, trust, and respect that has allowed our company to succeed for the past 50 years.
First State Investment Advisors, Inc.
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Founder & President, Investment AdvisorFirst State Investment Advisors, Inc. Dec 1971 - PresentTulsa, Oklahoma, United StatesFirst State Financial, Inc. was founded in 1971 as Oklahoma's first research and brokerage firm for bank stocks. As the client base grew, the company shifted focus to better meet the rapidly increasing need for high-quality personal financial planning and investment management, which led to the establishment of First State Investment Advisors, Inc.We have since been dedicated to our original vision of serving clients as an investment firm focused on quality, trust, integrity and respect both in our client relationships and in our investment strategies. For over 50 years, we have provided Tulsa families with personalized, tax-efficient, and value-oriented approaches to portfolio management, and we continue in our commitment to help individuals plan more confidently, sleep soundly and grow their wealth.Since 1971, all of our investments have followed the strict principles of the Gold Chip Standard, which was established to ensure that every client has only the highest quality investments in order to meet their growth objectives while minimizing risk. We custom-tailor every client portfolio to meet the client's unique needs and goals, but every portfolio is built on the strong foundation provided by the Gold Chip Standard. -
Investment Research Analyst, Stock BrokerMerrill Lynch Mar 1966 - Nov 1971 -
Investment Research Analyst, Stock BrokerA.G. Edwards & Sons, Inc. Jul 1963 - Feb 1966 -
Stock BrokerWalston & Co. Feb 1959 - Jun 1963
Sid Shupack Education Details
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Finance, General
Frequently Asked Questions about Sid Shupack
What company does Sid Shupack work for?
Sid Shupack works for First State Investment Advisors, Inc.
What is Sid Shupack's role at the current company?
Sid Shupack's current role is Founder & President of First State Investment Advisors, Inc..
What schools did Sid Shupack attend?
Sid Shupack attended University Of Oklahoma.
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