At Strategic, we are dedicated to the pursuit of investment excellence to help our clients achieve their objectives. Since our founding in 1987, we have understood the value of diversity, and to that end, we have assembled a diverse team of professionals with vast and varied experience devoted to servicing our clients’ needs. As pioneers in the Outsourced CIO (OCIO) industry, we combine a depth of knowledge and a spirit of innovation that together make us a global leader in our field.

We put our clients first, customizing solutions and helping them to achieve their long-term goals. And we are inspired by them, and their varied missions: to educate the young, care for the sick, provide a secure retirement, and make the world a better place. Our clients’ success is our success.

We invite you to explore these pages and discover how Strategic might help you achieve your investment goals, and free you to focus on your core objectives.

Strategic Thinking. Inspired Investing. This is the spirit that drives us every day to reach for greater heights on behalf of our clients.

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AUM is as of June 30, 2024. Staff and Client counts are as of August 12, 2024.