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, privately owned registered investment adviser that has been SEC-registered since 2007. The firm operates on a percentage-of-AUM fee model and primarily serves individual and family clients, providing portfolio management for individuals and small businesses. Its regulatory and business footprint includes affiliations with broker-dealer, accounting, and insurance entities, and the firm lists accounting among its business activities. Strategic Investment Solutions is not positioned as a capital allocator and does not identify as an ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth 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