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 39 investment professionals
  • SEC-registered investment adviser
  • 34 discretionary OCIO relationships
  • $27.4 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 (3 of our clients have been with us for more than 20 years).

Q: What is your average client size? 
A: $793MM

Q: What is your median client size? 
A: $371MM

Q: What is the size of your investment team, and the average tenure? 
A: Strategic employs 39 investment professionals. The most senior have an average of 15.9 years at the firm and 29.9 years of industry experience.

Q: How many professionals have earned a CFA designation?
A: 27

Q: How many staff members have MBAs or PhDs? 
A: 21

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.

    AUM, performance, and client count are as of December 31, 2023. Staff count is as of February 1, 2024.

    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.