Strategic Investment Solutions, LLC

Overview

Strategic Investment Solutions, LLC is a small independent registered investment adviser serving individual and family clients with financial planning and portfolio management. The firm operates primarily as a capital allocator, selecting third‑party managers and models for client portfolios rather than running large in‑house trading desks. Fee arrangements combine a percentage of assets under management and hourly advisory charges. Strategic Investment Solutions focuses on publicly available pooled vehicles—mutual funds and similar public funds—while supplementing client portfolios with external alternative exposure in real estate. All advisory assets reported are managed on a non‑discretionary basis, which suggests the firm maintains a consultative relationship where clients provide final trade approval. The firm does not present itself as an active ESG investor, and its practice is geared toward individuals and small businesses rather than institutional or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices