Strategic Investment Group

Strategic operates as an Outsourced Chief Investment Office (OCIO). It provides institutions and family offices with a fully staffed investment office — handling asset allocation, manager selection, risk management, and reporting — without managing proprietary products. The firm's sole revenue comes from client fees, aligning it with fiduciary outcomes rather than product distribution.

Strategic sources globally across traditional and alternative asset classes through a centralized manager research team that covers public equities, fixed income, hedge funds, private equity, venture capital, and real assets. As a large institutional OCIO, it leverages its aggregate client size to negotiate favorable fees, secure capacity in closed funds, and access co-investment opportunities typically reserved for direct institutional investors.

No. Strategic maintains no competing business lines or proprietary investment products. This structural independence means the firm collects no placement fees or external manager revenue. Its entire compensation comes from client advisory fees, which it states ensures investment decisions are driven solely by client interests.

Strategic focuses on a select group of mission-driven institutions, including healthcare systems, defined benefit pension plans, endowments, foundations, and family offices. The firm targets organizations with complex growth, liquidity, and fiduciary priorities that require institutional-caliber governance but may lack the internal scale to build a full investment office.

The firm's investment footprint covers North America, Europe, Asia, and Central America. It deploys capital through fund commitments and co-investments, with a global manager research team that ensures all clients benefit from the full breadth of its relationships across developed and emerging markets.

Strategic is compensated exclusively through client advisory fees. The firm states it accepts no placement fees, carries no proprietary investment products, and has no outside revenue streams from fund managers. This structure removes compensation conflicts common among consultants that also sell fund-of-funds, proprietary ETFs, or wealth management services.

Strategic emphasizes governance practices as central to investment success, pairing a structured, alpha-driven investment process with what it calls unwavering risk discipline. Its leadership includes former endowment CIOs, pension officers, and finance lawyers who design frameworks meant to hold up under market stress. The firm also sponsors OCIO.org, an educational resource on outsourcing practices and governance.