Strategic Investment Group–Adding value in both absolute and relative terms

ENHANCED PERFORMANCE Targets

Strategic employs rigorous asset allocation, asset class structuring and manager selection processes in its efforts to add value both in absolute and relative terms, net of fees, while managing risks. Strategic’s open architecture platform enables us to allocate assets to what we view to be some of the most capable investment management firms in the world. We leverage our extensive network of manager relationships to select the appropriate mix of managers and negotiate favorable fees for our clients.

Illustrative Impact of Adding Just 1% to Total Portfolio Return*

Improving performance can dramatically increase wealth over time

* This graph does not represent actual investments or trading activity of Strategic. It is designed to illustrate the approximate return in dollars of a 1% incremental improvement in annual performance from 8% to 9%, annualized. There is no guarantee that Strategic will outperform its benchmark or peers.

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