Quick Facts and FAQs

About Strategic

  • Founded November 1, 1987
  • Singularly focused on providing Outsourced Chief Investment Officer (OCIO) solutions
  • Conflict-free business model
  • Privately owned, with broad and meaningful staff participation
  • Seasoned team of 38 investment professionals
  • SEC-registered investment adviser
  • 31 discretionary OCIO relationships
  • $25.5 billion in discretionary assets under management
  • Client mix of pensions, nonprofits (endowments, foundations, and healthcare systems), sovereign wealth funds, and family assets

FAQs

Q: What is your main line of business?
A: Outsourced Chief Investment Officer (OCIO) solutions.

Q: How long have you been providing discretionary services? 
A: 36 years.

Q: What is your average client tenure? 
A: 10 years (4 of our clients have been with us for more than 20 years).

Q: What is your average client size? 
A: $806MM

Q: What is your median client size? 
A: $406MM

Q: What is the size of your investment team, and the average tenure? 
A: Strategic employs 38 investment professionals. The most senior have an average of 14 years at the firm and 29 years of industry experience.

Q: How many professionals have earned a CFA designation?
A: 25

Q: How many staff members have MBAs or PhDs? 
A: 22

Q: Do you use proprietary products?
A: No. That would present a conflict of interest and we choose to be aligned with our clients.

Q: Are you GIPS® compliant? 
A: Yes. We believe we were the first dedicated OCIO to achieve GIPS compliance.

Q: Do you implement SRI / ESG / Mission – Related Investments for Clients?
A: Yes. We have worked with clients to align their investments with their mission since 1989.

    Strategic Investment Group® (“Strategic”) claims compliance with the Global Investment Performance Standards ("GIPS®").  To obtain a fully compliant GIPS report, please contact Nikki Kraus at nkraus@strategicgroup.com.

    GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.