Our Culture

Strategic prides itself on having a culture that promotes intellectual rigor, entrepreneurial spirit, operational excellence, and unparalleled client service. Since 1987, the company has built a team of thoughtful, highly accomplished investment professionals who thrive as a cohesive unit and enrich the work environment with their diverse backgrounds and skill sets. We are proud of the diversity of our staff as an important element of our culture.

The company deeply values its employees and supports their efforts to develop themselves personally, and professionally through outside activities, continued education, advanced degrees and CFA charter.

Reflecting our culture and values, we have avoided the type of staff turnover that can destabilize a firm and distract it from its core mission of building wealth for its clients. Our colleagues are committed to community service through volunteer work and service on non-profit boards. Lastly, Strategic’s employee ownership across key functional areas further strengthens its cohesiveness by aligning the staff’s interests with that of the company and, in turn, with that of clients. The qualities of our culture combine to produce a demanding, enriching, respectful and supportive hub, a rewarding work environment, and a sense of collective pride that renders our professionals uniquely qualified to act in the role of co-fiduciary to clients.