Strategic Investment Management, LLC

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Homepage | Strategic Investment Group Skip to main content Search Search What if you could have a fully staffed investment office—without building it yourself? Strategic Investment Group® has been at the forefront of the Outsourced Chief Investment Office (OCIO) model since 1987, helping shape the evolution of OCIO services for mission‑driven institutions and family offices. Here's How It Works Strategic is the investment office you would build, if you had the time, the people, and the scale. We provide the focus, independence, and comprehensive resources of an in-house investment office—like those only the largest institutions can build and maintain— without the added cost, complexity, or distraction . 38 Yrs Track Record Verifiable data from actual client portfolios. Decades of measurable experience you can evaluate. $ 34 B * In Discretionary AUM Big enough for access, small enough for focus, and always striving to align with your objectives. 100 % Dedicated to OCIO Zero distractions. Zero competing interests. OCIO is all we do. * AUM as of March 31, 2026. Leading with true OCIO principles. Strategic is one of the original architects of the OCIO business model. The services we provide are faithful to the foundational principles of OCIO that we helped establish and continue to refine : Independence and integrity No competing business lines, proprietary products, or outside fees. (Nothing pulling us away from what matters.) Open-architecture access Global access to managers a

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