Strategic’s 2023 Executive Summary

An excerpt from our 2023 Executive Summary: Strategic Investment Group partners with clients to provide sophisticated, customized investment solutions, traditionally only available to multi-billion-dollar investors. Our mission has always been to provide the same type of comprehensive customized fiduciary investment solutions to organizations that do not choose to, or do not have the ability to, build this capability internally. This frees clients from the day-to-day business of managing investment portfolios so that they can focus on their core mission. We become our client’s investment office and function seamlessly as an extension of their staff.

Click here to download our 2023 Executive Summary