Sponsorship and Support

A pioneer in dedicated Outsourced CIO (OCIO) solutions since 1987, Strategic offers a comprehensive service platform for managing customized portfolios for institutional investors, with the objective of delivering sustainable net-of-fee excess returns. Our proprietary process combines active portfolio management, rigorous risk management, and open architecture manager selection. We function as our clients’ investment partner and co-fiduciary, effectively becoming an extension of their resources. Clients are then free to focus on their core missions, while we focus on providing the highly specialized portfolio management services that clients need to meet their investment goals. We strive to build enduring partnerships with our clients by strengthening their investment programs through a dynamic, value-enhancing investment process, sound governance framework, and world class client service.