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About Us

Firm Overview

Strategic Investment Group is an outsourced Chief Investment Officer (OCIO) industry pioneer, purpose-built to provide sophisticated, customized investment solutions to a select group of clients.

We offer customized investment solutions because no two institutions have the same investment objectives, core mission, strategic direction, and ability to bear risk. We understand the need to practice sound investment governance to avoid high manager turnover, lackluster performance, and excessive costs. Without sound governance, achieving consistently strong investment performance is impossible.

No single investment manager can maximize returns across all asset classes. Our open-architecture structure allows us to access what we believe to be the best money managers in the world.

Strategic has delivered for our clients: we have helped them achieve their objectives through our experience, insight, discipline, efficiency, cost-consciousness, and sound governance. Over the past three decades, we have built a client-centric, team-oriented culture based on these attributes and, by doing so, offer the best and most complete package of OCIO services available.

These values have been key to Strategic’s success since our founding in 1987 by former executives from the in-house investment team at the World Bank, and they inspire our team of 103 professionals every day.

Our Culture

Strategic prides itself on having a culture that promotes intellectual rigor, entrepreneurial spirit, operational excellence, and unparalleled client service. Since 1987, the company has built a team of thoughtful, highly accomplished investment professionals who thrive as a cohesive unit and enrich the work environment with their diverse backgrounds and skill sets. Diversity of our staff is an important element of our culture.

The company deeply values its employees and supports their efforts to develop themselves personally, and professionally through outside activities, continued education, advanced degrees and CFA charter.

Reflecting our culture and values, we have avoided the type of staff turnover that can destabilize a firm and distract it from its core mission of building wealth for its clients. Our colleagues are committed to community service through volunteer work and service on non-profit boards. Lastly, Strategic’s employee ownership across key functional areas further strengthens its cohesiveness by aligning the staff’s interests with that of the company and, in turn, with that of clients. The qualities of our culture combine to produce a demanding, enriching, respectful and supportive hub, a rewarding work environment, and a sense of collective pride that renders our professionals uniquely qualified to act in the role of co-fiduciary to clients.