Strategicglobal Insight, LLC

Overview

Strategicglobal Insight, LLC is a small, independent registered investment adviser that focuses on providing financial planning and portfolio management to individual and family clients, as well as small businesses and institutions. The firm runs discretionary equity-focused portfolios, with a clear preference for exchange-traded equities and ETFs. Its service model mixes AUM-based fees with hourly and other billing arrangements, which suits clients seeking both ongoing portfolio oversight and project-based planning. Investment activity centers on curated equity allocations supplemented by mutual funds and selective allocations to real estate through third-party managers. The firm is not positioned as a multi-state adviser or pension consultant and does not identify as an active ESG investor. Given the owner-type and firm classification, the business reads as a boutique RIA providing hands-on portfolio management and planning to a small client roster.

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Public Holdings

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Location & Offices