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 9
David Matuszak
Lead AdvisorCRD 5896737
Douglas Stepansky
PartnerCRD 4063040
Ayman Saidi
Managing PartnerCRD 6115388
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
Similar firms
Quinn Financial Planning, LLC
RIAOrland Park, IL
Contour Financial
RIAOrland Park, IL
Casey Wealth Management, Inc.
RIAOrland Park, IL
Tomchaney Investment Services, Inc.
RIAOrland Park, IL
Chancellor Financial Services, Inc.
RIAOrland Park, IL
JT Asset Allocation LLC
RIAOrland Park, IL