Strategic Investment Group

What Strategic Investment Group does

Strategic Investment Group, LLC is a privately held, Arlington, Virginia-based Outsourced Chief Investment Officer (OCIO) firm founded in 1987. It is structured as one of the original architects of the OCIO model and, per its own positioning, is 100% dedicated to OCIO — operating without proprietary products, competing business lines, or payments from external managers. As of March 31, 2026, the firm manages $34 billion in discretionary assets on behalf of endowments, foundations, pension plans, healthcare systems, and family offices. The firm employs 96 staff including 44 OCIO-dedicated investment professionals, 12 senior investment team leaders, and 24 CFA charterholders; senior leaders report 28 years of average industry experience. The company is led by CEO Nikki Kraus, CFA, with Co-CIOs Markus Krygier, Ph.D. and Jeffrey S. Nasser, COO Justin R. Scher, and CTO Pawel Sokolowski; the Board is chaired by Evelyn E. Guernsey (former CEO of JP Morgan Investment Management Americas).

The core offering is a unified OCIO service platform rather than a modular product. It comprises four front-office pillars — Customized OCIO, Investment Process, Private Markets, and Governance & Education — augmented by four back-office modules (Risk Management, Analytics & Reporting, Back Office Support, and Legacy Asset Oversight). Capabilities span asset allocation, manager selection and due diligence across traditional and alternative asset classes, portfolio construction, risk modeling, stakeholder reporting, and operational support including custodian and prime broker coordination. Technology consists of a proprietary risk system and portfolio analytics platform overseen by the CTO function; a sponsored educational sub-brand, OCIO.org, extends the firm's category-building footprint through structured learning paths and in-person deep-dive presentations for investment committees.

Revenue is generated exclusively through OCIO management fees charged to institutional clients, structured as recurring subscription-like engagements. Pricing is quote-based and customized per client, not publicly disclosed, with no product licensing, transaction, or performance fees. Go-to-market is sales-led through the Global Client Development team (co-led by Valentina M. Glaviano and Patrick A. Torrey), combining direct outreach, RFP response, and engagement at industry conferences (AGB, Foundation Leadership Forum, institutional investor roundtables). Thought leadership — Monthly Market Reviews, Quarterly Investment Reports, Fiduciary Insights, and podcast appearances — supports demand generation. Operating geographies are limited to the United States, with no disclosed international footprint.

Name

Strategic Investment Group

Legal name

Strategic Investment Group, LLC

Website

https://strategicgroup.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

101–250 employees

Short description

Strategic Investment Group is a privately held, 38-year-old Arlington, Virginia-based OCIO firm managing $34 billion in discretionary assets for endowments, foundations, pensions, healthcare systems, and family offices via customized investment policy, manager selection, and portfolio management services.

Ownership category

akta.pro rank

Product category

Outsourced Investment Management (OCIO)

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

OCIO Providers (Outsourced CIO) (FSAAAGAH)

akta.pro secondary industries

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Endowment / OCIO-Style Multi-Manager Platforms (FSANAGAG), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), OCIO & Multi-Asset Outsourced Portfolio Management (FSAAAJAF)

Keywords

• Outsourced investment management
• OCIO services
• Institutional asset management
• Endowment investment management
• Pension fund management

Headquarters

HQ city

Arlington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales, Others

Revenue model

1. OCIO Management Fees: Strategic Investment Group generates revenue through OCIO (Outsourced Chief Investment Officer) management fees, charged to institutional clients for comprehensive investment management services including asset allocation, manager selection, portfolio construction, risk management, and reporting.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels8 records

Core offering

Strategic Investment Group delivers comprehensive Outsourced Chief Investment Officer (OCIO) services to institutional clients, providing a fully staffed investment office function without the client needing to build internal infrastructure. Its offerings span investment policy development, strategic and tactical asset allocation, open-architecture manager research and selection, portfolio construction across traditional and alternative asset classes, risk management, governance and education support, back-office coordination, and transparent performance reporting.

Product overview

Strategic Investment Group is a dedicated Outsourced Chief Investment Officer (OCIO) firm offering a comprehensive suite of investment management services. The firm's core offering is its OCIO Services platform, which encompasses Customized OCIO solutions, an Investment Process framework, and Private Markets access. These are supported by module services including Governance & Education, Risk Management, Analytics & Reporting, Back Office Support, and Legacy Asset Oversight. The firm also sponsors OCIO.org, an educational website. The architecture is a single unified OCIO service delivery model rather than a modular software platform, with all components integrated to serve institutional clients including endowments, foundations, pensions, healthcare systems, and family offices.

Differentiator

Problem solved

Functional benefit

Brands

• OCIO.org: An educational website sponsored by Strategic dedicated to helping boards, committees, and finance leaders understand the OCIO model through learning paths, deep-dive modules, and in-person presentations

Products and services

• OCIO Services Outsourced Chief Investment Officer services providing full investment office capabilities for institutional clients, including investment policy development, strategic and tactical asset allocation, manager research and selection, portfolio construction, risk management, governance and education support, analytics and reporting, and back-office coordination. Serves endowments, foundations, pension funds, healthcare systems, and family offices.
• Private Markets Access Institutional access to private market investment opportunities across private equity, venture capital, real estate, hedge funds, private credit, and opportunistic strategies. Includes rigorous manager due diligence, sourcing, selection, and ongoing monitoring, with equitable allocation among clients of sought-after managers that are often closed to new investors. Provided as part of Strategic's OCIO service to endowments, foundations, pension funds, healthcare systems, and family offices.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Cambridge Associates: Cambridge Associates is the most established direct OCIO peer, serving endowments, foundations, pensions, and family offices with discretionary investment management and advisory services. Highly comparable in target client base and pure-play investment focus, though larger in scale and more diversified globally.
• Meketa Investment Group: Meketa is a pure-play institutional investment consulting and OCIO firm serving public and corporate pensions, endowments, and foundations. Directly comparable to Strategic in offering OCIO solutions to mission-driven institutional clients with a similar mid-sized, focused-firm positioning.
• NEPC: NEPC is an independent investment consulting firm providing OCIO services to endowments, foundations, pensions, and healthcare systems. Directly comparable target client mix and service offering, with comparable scale and conflict-free positioning.
• RVK, Inc. RVK is an independent investment consulting firm that has built an OCIO practice serving pensions, endowments, and foundations. Comparable in client base and OCIO service model, with a similar independent, conflict-free orientation.
• Verus Investments: Verus is an institutional investment consulting and OCIO firm serving pensions, endowments, foundations, and healthcare systems. Comparable target segments and OCIO delivery model, with a similar emphasis on independent, conflict-free advisory.
• Marquette Associates: Marquette Associates provides institutional investment consulting and OCIO services to public funds, corporate pensions, endowments, and foundations. Comparable in OCIO focus and institutional client base, with a similar mid-sized independent positioning.
• Mercer (Investment Consulting): Mercer's investment consulting business provides OCIO and advisory services to large institutional investors globally. Directly comparable service offering though a much larger, broader firm with parent-company scale advantages.
• Segal Marco Advisors: Segal Marco Advisors provides investment consulting and OCIO services to public-sector plans, Taft-Hartley funds, endowments, and corporate plans. Comparable OCIO model serving similar institutional client segments, with a similar emphasis on independent advice.

Broad incumbents

• Russell Investments: Russell Investments is a large global asset manager offering OCIO services as part of a broader portfolio that includes multi-asset funds, manager research, and implementation services. Overlaps with Strategic on OCIO mandate execution but offers proprietary products and competing business lines.
• Aon (Investment Consulting): Aon's investment consulting business provides OCIO and advisory services as part of a global professional services firm with risk, health, and broader offerings. Competes with Strategic on institutional OCIO mandates but bundles additional services and operates at significantly larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/strategic-investment-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles22 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Strategic Investment Group