Our Size is Ideal
World-class investment expertise, boutique-style client service.
We are large enough to implement sophisticated investment portfolios and maintain robust systems, yet small enough to preserve a boutique feel and provide devoted service to a select group of 30 discretionary clients.
We craft unique solutions for unique needs. Strategic offers clients customized portfolios that are aligned with your objectives, mission, values, and attitude toward risk.
Our senior team works with each client. A prospective client once asked whether our CEO would even know her name. We laughed despite ourselves, because the CEO visits every client at least once a year, and senior investment staff is involved in every decision about client portfolios.
For 34 years, we have provided clients with access to the kind of talent traditionally available only to multi-billion dollar investors. Rather than having to manage investment portfolios themselves, our clients are free to focus on their core missions. We function as a seamless extension of their staff, just like a CIO down the hall.
This means that Strategic is there when our clients need us most. And it explains why our average client tenure is 9 years, and why some of our clients have been with us for more than a quarter-century.