STRATEGIC ADVISORY SERVICES

Overview

Strategic Advisory Services is an SEC‑registered limited liability company that acts as a capital allocator for individual, family and institutional clients. The firm’s advisory work centers on portfolio management for individuals and small businesses and on selecting and overseeing third‑party managers. Fee billing is a percentage of assets under management. The firm does not position itself as an ESG specialist and operates under a single‑owner structure with a focus on manager selection and multi‑vehicle portfolio construction rather than proprietary product manufacturing. Investment activity emphasizes use of external fund managers and pooled vehicles alongside separately managed account capabilities. That manager‑of‑managers approach is consistent with the firm’s role as a selector of outside advisers and its use of alternatives alongside core public funds to build diversified client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices