A Full Suite of Front-to-Back Office Services

Strategic is focused on client success. The dedicated professionals at Strategic are all devoted to offering the best and most complete package of OCIO services available.

We believe it is institutional best practice to retain an independent custodian as the official book of record for any portfolio value. Our clients work with a number of prominent custodians, such as BNY Mellon, Northern Trust, and State Street, to provide customized custodial support to each client.

Our 17-member operations team provides comprehensive support to our clients. The team manages all day-to-day operational functions, including processing trades and other functions.

Our dedicated in-house legal and compliance staff oversees and implements Strategic’s compliance program and will assume responsibility for investment-related contract needs.

Finally, we provide audit and tax administrative support. We regularly receive high marks from clients and auditors alike for our help in seeing this arduous process through to a successful conclusion.