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Strategas
Strategas Securities, LLC, doing business as Strategas Research Partners, is an independent institutional research and brokerage firm.
Strategas
Strategas Securities, LLC, doing business as Strategas Research Partners, is an independent institutional research and brokerage firm. The firm grew out of the legacy research operations of International Strategy & Investment Group (ISI), a notable macro- and policy-research shop that merged with Evercore in 2014. Strategas was formed by a team of former ISI analysts and economists who sought to maintain a research-focused independent platform. The firm covers global macroeconomics, federal policy, and asset allocation, producing written research, model portfolios, and thematic notes. Strategas also executes trades for institutional clients through its broker-dealer arm. Unlike many traditional broker-dealers, Strategas does not offer investment banking or M&A advisory services; its revenue model relies solely on research subscriptions and trade execution. Strategas is based in New York and employs a team of analysts and strategists. The firm has not disclosed AUM or client count, as it does not manage discretionary assets. It maintains a public-facing research brief that appears in financial media, including Bloomberg and CNBC, on topics such as Fed policy, tax policy, and equity market strategy. Strategas is structured as a broker-dealer, not an asset manager or family office. It is funded by client commissions and research subscription fees, giving it a revenue model that aligns with independent research production rather than AUM-based fees.
General information
Firm type
Asset Manager
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment strategy at Strategas?
Strategas is led by a team of former ISI Group analysts including strategists like Don Rissmiller (chief economist) and Jason Trennert (founding partner), along with head of investment strategy Ryan Grabinski. The team blends macro, policy, and equity market analysis.
Does Strategas manage assets or operate as a fiduciary?
No. Strategas is a broker-dealer and research provider, not an asset manager. It does not manage discretionary portfolios or charge AUM fees. Its revenue comes from research subscriptions and trade execution for institutional clients.
What is the relationship between Strategas and ISI Group / Evercore?
Strategas was formed by former ISI Group analysts after Evercore acquired ISI in 2014. It is independent from Evercore and operates as a separate SEC-registered broker-dealer.
What types of research does Strategas produce?
Strategas covers global macroeconomics, US federal policy (tax, regulatory, fiscal), asset allocation, and equity market technicals. It publishes daily notes, model portfolios, and thematic papers. Its 'PolicyScope' series is followed by institutional investors for legislative outlook.
Does Strategas engage in proprietary trading?
No. As a broker-dealer that does not hold client assets or trade for its own account, Strategas is not a proprietary trading firm. It facilitates client trades and provides research.
How does Strategas distribute its research?
Research is distributed via email, the firm's website, and through financial media appearances. Strategas strategists are frequent guests on CNBC, Bloomberg TV, and cited in the Wall Street Journal.
Is Strategas registered with any regulatory body?
Yes. Strategas Securities, LLC is registered with the SEC as a broker-dealer and is a member of FINRA and SIPC. It is not registered as an investment adviser.
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