About Us

Strategic Investment Group, a pioneer in dedicated Outsourced CIO (OCIO) solutions since 1987, offers a comprehensive platform for managing customized portfolios for institutional investors. Our firm’s expertise encompasses a broad range of portfolio management from investment policy design and implementation and rigorous risk analysis to back office tax and audit support. Strategic 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. Strategic functions as our clients’ investment office and co-fiduciary, becoming an effective extension of their resources. Clients are free to focus on their core missions while we focus on providing the highly specialized portfolio management needed to meet investment goals.

Our Vision

To build enduring partnerships with our clients by strengthening their investment programs through a dynamic and customized integrated investment process, sound governance framework, and world-class client service.

Our Mission

To empower investors through experience, innovation, and excellence.

Our Tag Line

Strategic Thinking. Inspired Investing.