Strategic Investment Group

Strategic Investment Group®, a pioneer in dedicated Outsourced CIO (OCIO) solutions since 1987, offers a comprehensive service platform for managing customized portfolios for institutional investors. Its proprietary process combines active portfolio management, rigorous risk management, and open architecture manager selection. Strategic functions as its clients' investment partner and co-fiduciary, effectively becoming an extension of their resources. Clients are then free to focus on their core missions, while Strategic focuses on providing the highly specialized portfolio management expertise that their clients need to meet their investment goals. Depending on a client's needs and preferences, Strategic can orchestrate the management of an entire portfolio comprising multiple asset classes, focus on specific asset classes, such as alternatives (e.g., venture capital/private equity, real estate, and/or hedge funds) or international investments, or manage strategies with high potential for adding value. Customized solutions, whether through an integrated total portfolio approach, are also available, as are solutions that address mission-related investment objectives. Strategic strives to build enduring partnerships with its clients by strengthening their investment programs through a dynamic, value-enhancing investment process, sound governance framework, and world-class client service. Strategic's mission is to empower its clients to achieve their investment goals. Strategic had $30.6 billion in discretionary assets under management as of September 30, 2021.