Strategic Investment Management, LLC
Strategic Investment Management, LLC, headquartered in Arlington, VA, is a privately owned SEC-registered investment adviser founded in 1987. The firm specializes in providing Outsourced Chief Investment Officer (OCIO) solutions with a conflict-free business model and is staffed by approximately 95 employees, including 43 investment professionals. Strategic serves a diverse client base, including pensions, nonprofits (such as endowments, foundations, and healthcare systems), sovereign wealth funds, and family assets.
Investment Strategy
Strategic Investment Management, LLC is singularly focused on delivering OCIO solutions through a discretionary model. The firm emphasizes a conflict-free, client-aligned investment philosophy, leveraging a team-based approach that brings broad investment expertise to multi-asset portfolios. Strategic works closely with clients to design and implement diversified investment portfolios tailored to the unique goals of pensions, endowments, foundations, healthcare systems, sovereign wealth funds, and families, emphasizing risk management, long-term growth, and transparency in all its advisory activities.
Top Holdings
Equity Positions (12)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEMG | MSCI Emerging Markets ETF (iShares Core) | 32.63% | $60.9M | 1,014,225 | $53.43 | $60.03 | +$15.2M |
A AGG | ISHARES CORE U.S. AGGREGATE | 18.34% | $34.2M | 345,050 | $96.90 | $99.20 | +$160.9K |
I IWV | ISHARES RUSSELL 3000 INDEX | 12.07% | $22.5M | 64,191 | $320.86 | $351.00 | -$16.3M |
I IEFA | MSCI EAFE ETF (iShares Core) | 11.35% | $21.2M | 253,710 | $73.23 | $83.48 | -$1.3M |
G GSG | ISHARES S&P GSCI COMMODITY I | 10.32% | $19.3M | 873,720 | $22.09 | $22.04 | -$637.8K |