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.
Latest 13F Filing Activity
Strategic Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 12 equity positions with a total 13F market value of $187M. The fund increased holdings in Msci Emerging Markets Etf (ishares Core), Ishares Russell 2000, SPDR Gold Trust among other positions. Strategic Investment Management, LLC reduced exposure to Ishares Msci Emerging Markets Ex-china Index, Ishares Russell 3000 Index, SPDR Barclays Capital High among others.
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 |
Industry Allocation
Investment Team (19)
| Name | Role | Location | |
|---|---|---|---|
 | Analyst | Philadelphia, PA , United States | |
 | Associate - Quantitative Research | Washington, DC , United States | |
 | Deputy Chief Investment Officer | Washington, DC , United States | |
S Stephen Werner | Associate | United States | |
 | Analyst | Arlington, VA , United States | |
 | Investment Analyst | Notre Dame, IN , United States | |
 | Senior Associate | Washington, DC , United States | |
C Caroline Koontz | Investment Analyst | Arlington, VA , United States | |
 | Associate | Washington, DC , United States | |
 | Analyst | Chapel Hill, NC , United States |
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