STRATEGIC INVESTMENTS & INSURANCE

Overview

Strategic Investments & Insurance is a small, owner-led advisory firm focused on serving individual and family clients. The firm acts primarily as a capital allocator and adviser, providing portfolio management for individuals and small businesses and selecting third-party advisers and managers on clients’ behalf. It operates under an insurance-company affiliation, which shows up in its product mix and distribution channels. Investment activity centers on externally managed public funds and mutual funds as the primary vehicle for client exposure. The firm’s fee structure combines a percentage of assets under management with other fee arrangements, and its operating model emphasizes non-discretionary relationships: clients retain decision authority while the firm provides recommendations, model construction and manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices