Strategic Investment Group

Strategic Investment Group

Strategic Investment Group was founded in 1987 as one of the original architects of the Outsourced Chief Investment Office (OCIO) model. The firm grew out of a structural gap: institutions and family offices that needed the discipline of a large in-house investment team but lacked the scale to build one internally. Strategic filled that gap by offering a fully formed investment office, complete with manager research, portfolio construction, risk monitoring, and back-office execution — all without proprietary products or competing business lines. The firm’s strategy spans the full asset-class spectrum, including global equities, fixed income, hedge funds, private equity, venture capital, and real assets. It operates primarily as a fund-of-funds and co-investment allocator, combining top-down portfolio design with bottom-up manager selection across North America, Europe, Asia, and Central America. Strategic’s structure is deliberately conflict-free: it takes no placement fees, manages no proprietary funds, and earns no revenue beyond client fees, making it an extension of the staff and investment committee it serves. This model has attracted a concentrated client base of healthcare systems, pensions, endowments, foundations, and select family offices. Strategic’s scale — with an Altss-estimated $25B–$30B in assets under management — gives it significant negotiation leverage on fees, capacity access, and co-investment terms typically reserved for the largest direct institutional investors. The firm operates from Arlington, Virginia, with investment and operational professionals whose backgrounds span former endowment CIOs, pension officers, and finance lawyers. While it does not publicly name a standalone CEO or CIO, its leadership emphasizes governance practices and capital preservation as core tenets. In May 2026, Managing Director Nikki Kraus participated in a panel at the Notre Dame Women's Investing Summit, and Senior Managing Director Markus Krygier appeared on the Dakota Live Podcast to discuss foundation investing and the OCIO model. The structural differentiator is Strategic’s position as a pure-play OCIO with no internal asset management arm. Unlike multi-service consultants that also sell proprietary funds or wealth management, Strategic’s entire P&L depends solely on client outcomes, not product distribution. This architecture aligns the firm’s incentives with the fiduciary demands of its institutional clients — a governance design that echoes the internal investment offices of the largest US endowments, but available to organizations with smaller internal teams.