Verified recordInvestment Management

Sid Shupack

Founder & President, Investment Advisor at First State Investment Advisors, Inc

Based in Tulsa, United States

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Seniority

C-Team

Department

General Business & Management

Location

Tulsa

Industry

Investment Management

Company size

3

Contact information

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Email

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s•••••••@firststate-ok.com

Phone

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Background

About Sid Shupack

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.

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