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Customized Solutions for a Small and Select Number of Clients

As our clients’ investment department, we build customized portfolios based on their individual circumstances, risks, and liquidity profiles.

Strategic’s service model is client-centric. Because no two institutions have the same core mission, strategic direction, investment objectives, and ability to bear risk, we tailor a solution to the needs of each client. In contrast, many of our competitors rely on a “one-size-fits-all” approach. To ensure that Strategic is able to continue to provide customized service, we are committed to limiting the number of clients we serve.  We are ideally sized: large enough to implement sophisticated investment portfolios and robust analytics and systems, yet small enough, with 34 discretionary clients, to deliver a customized solution, niche investment opportunities, and undistracted service to each relationship.