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 organized as a corporation and operating under individual ownership. The firm has been SEC-registered since 2007 and focuses on fee-based portfolio management for individuals and small businesses, charging a percentage of assets under management. Its client base is primarily individuals and families. The firm also lists accounting among its business activities and maintains industry ties to a broker-dealer and an insurance company, suggesting a mix of advisory and ancillary financial services. The adviser is not positioned as a multi-state or ESG-focused manager and does not identify itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 10
David Matuszak
Lead AdvisorCRD 5896737
James Viktora
Investment Advisor RepresentativeCRD 5284023
Douglas Stepansky
PartnerCRD 4063040
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 273Active vs passive
$341M in ETFs
54%
$183M
42%
$158M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $59.3M | 688,071 | 17.37% |
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
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