Strategic International

Overview

Strategic International is a small, single-owner limited liability advisory firm that registered with the SEC in 2017. The firm focuses on portfolio management for individual and small-business clients and charges fees as a percentage of assets under management. Its stated investment preference is equities, with a portfolio construction tilt toward exchange-traded vehicles. The adviser does not identify as an active ESG investor and is not organized as a multi-state adviser. The firm indicates use of third‑party external managers for alternative strategies, though specific manager names are not disclosed. In practice, given its size, those alternative exposures are most likely accessed via pooled vehicles rather than direct private placements. Mutual funds are also part of the firm’s investable toolkit.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices