STRATEGIC INVESTMENT SOLUTIONS, INC.
Firm details
- Headquarters
- ORLAND PARK, Illinois
- CRD number
- 143128
- Registered since
- March 23, 2007
- Website
- sisfp.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals52.97%
- HNWI36.86%
- Other10.18%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Strategic Investment Solutions, Inc. is an independent registered investment adviser that has been SEC-registered since 2007 and is owned by an individual. The firm’s client focus is individuals and families, and it bills clients using a percentage-of-AUM fee model. Its primary advisory activity is portfolio management for individuals and small businesses, and it lists accountant among its business activities. The firm maintains industry relationships that include broker-dealer and insurance company affiliations. Strategic Investment Solutions does not present itself as an active ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator to private managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds34%
- Non-Exchange Traded Equities14%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
3 of 9DOUGLAS STEPANSKY
Investment ManagementCRD 4063040
AYMAN SAIDI
Managing PartnerCRD 6115388
COLIN KELLY
Wealth ManagementCRD 2656700
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 260Active vs passive
$325M in ETFs
56%
$182M
40%
$143M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $59.5M | 135,925 | 18.29% |
Location
ORLAND PARK, IL
COOK
Location
ORLAND PARK, IL
Headquartered in ORLAND PARK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 9501 W 144th Pl
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
QUINN FINANCIAL PLANNING, LLC
RIAORLAND PARK, IL
CONTOUR FINANCIAL
RIAORLAND PARK, IL
OKEEFE & ASSOCIATES, P.C.
RIAORLAND PARK, IL
CASEY WEALTH MANAGEMENT, INC.
RIAORLAND PARK, IL
TOMCHANEY INVESTMENT SERVICES, INC.
RIAORLAND PARK, IL
CHANCELLOR FINANCIAL SERVICES, INC.
RIAORLAND PARK, IL