What if you could have a fully staffed investment office—without building it yourself?
Strategic Investment Group® has been at the forefront of the Outsourced Chief Investment Office (OCIO) model since 1987, helping shape the evolution of OCIO services for mission‑driven institutions and family offices.
Strategic is the investment office you would build, if you had the time, the people, and the scale.
We provide the focus, independence, and comprehensive resources of an in-house investment office—like those only the largest institutions can build and maintain—without the added cost, complexity, or distraction.
* AUM as of December 31, 2025.
Leading with true OCIO principles.
Strategic is one of the original architects of the OCIO business model. The services we provide are faithful to the foundational principles of OCIO that we helped establish and continue to refine:
Independence and integrity
No competing business lines, proprietary products, or outside fees. (Nothing pulling us away from what matters.)
Open-architecture access
Global access to managers across all traditional and alternative asset classes—every client benefits from the breadth of our research and relationships.
Robust investment process
A structured, alpha-driven approach grounded in rigorous analysis and unwavering risk discipline. Repeatable. Disciplined. Built for institutional complexity.
Transparent, accountable, and coordinated execution
Clear reporting, accountability, and coordinated implementation from start to finish.
Deliberate size and growth
Large enough to secure capacity and negotiate favorable terms—small enough to know each client’s priorities.
Designed for a select group of clients.
Our suite of front‑ and back‑office investment management resources is built intentionally for organizations like yours and frees your leaders to focus on their core responsibilities and strategic priorities.
Endowments and Foundations
Focused on capital preservation, purposeful growth, and skillful navigation of complexity.
Pensions and Healthcare
Balanced strategies for healthcare systems, pensions, and other investors with complex growth, liquidity, and fiduciary priorities.
Family Offices and Other Institutions
Looking for discretion and investment discipline with a focus on good governance and legacy protection.
Let our team enhance yours.
Picture our team of former endowment, foundation, and pension officers, investment specialists, portfolio accountants, finance lawyers, and operations specialists augmenting your own expertise.
“Good governance practices are key to a successful investment portfolio.”
“A true partner is one who helps you shoulder the burden of accountability.”
“Others may try to 'put themselves in your place,' but as a former endowment CIO, I've actually been there.”
“The best investment frameworks are the ones that hold up under pressure, not praise.”
Ask what’s possible.
Explore how Strategic can help your organization focus more on what matters.
I’m new to OCIO. Where can I learn more?
Discover OCIOI already outsource. How does Strategic compare?
Evaluate Service ModelsHow can I schedule a consultation to explore working with Strategic?
Implement Your OCIOWhat if you had a guide to everything OCIO?
Learn more about the educational website we sponsor, OCIO.org, and its in-person “deep dive” presentations.
