STRATEGIC INVESTMENT MANAGEMENT

RIASEC Registered

Total AUM

$40.8M

Discretionary

$40.8M

100% of AUM

Avg account

$118K

Accounts

346

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 129949
Website: www.strategicim.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM
Client types: Individuals77.77%
HNWI22.23%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Strategic Investment Management is an independent, corporation-structured registered investment adviser that focuses on individual and family clients. The firm charges fees as a percentage of assets under management and identifies itself as a capital allocator, meaning it directs client capital to third-party managers alongside direct portfolio management. Service offerings recorded on the firm's filing include comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, publication of periodicals or newsletters, and educational seminars or workshops. Pension consulting services are also listed among its advisory activities. The firm is not characterized as an active ESG investor and is not registered as a multi-state or newly formed adviser.