Overview
Strategic Investment Group is an outsourced chief investment officer firm founded in 1987. It operates with delegated authority and provides portfolio implementation, manager oversight, rebalancing, transitions, and back-office support through a team that functions like an internal investment office.1
Strategic Investment Group's investment work supports client portfolio construction, manager oversight, and advisory mandates.2
Investment program
- Estimated AUM
- $34B as of Mar 31, 20262
- Capital pool
- private OCIO firm (institutional clients: endowments, foundations, pensions, healthcare systems, family offices)2
- Investment model
- Not listed yet2
- Investment approach
- Investing in You We approach talent with the same care, discipline, and long-term mindset that we apply to our client portfolios.1
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: private equity, venture capital, private credit, hedge funds, real estate, public markets, fixed income.1
- Performance
- Not listed yet
- Governance
- Family Offices and Other Institutions Looking for discretion and investment discipline with a focus on good governance and legacy protection.2
- Investment team
- Not listed yet2
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 21, 2026 · Needs review
Sources
Last verified Jul 21, 2026 from public career and organization materials.
Fact notes
- Website (strategicgroup.com)Parent organization overview, Investment approach, Asset allocation · checked Aug 6, 2026
- Website (strategicgroup.com)Pool purpose, Capital pool, Estimated AUM, Investment model, Governance, Investment team · checked Jul 25, 2026
- Website (strategicgroup.com)Investment office page · checked Jul 25, 2026
Profile and job sources
- Website (strategicgroup.com)Website · checked Jul 25, 2026
- Website (strategicgroup.com)Website · checked Jul 25, 2026
- Website (strategicgroup.com)Website · checked Jul 25, 2026
- Website (strategicgroup.com)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026