Who We Are

Strategic Investment Solutions Inc. (SIS) is an independent institutional investment consultant. We serve a select group of clients, including pension funds, foundations and endowments, and family offices; our clients have over $700 billion in assets. SIS is an employee-owned company and is not affiliated with any other organization.

What We Do

Strategic Investment Solutions was established in 1994 to provide institutional investors with experienced, research-based advice while minimizing conflicts of interest. SIS offers a broad range of consulting services, including strategic planning, plan implementation, performance evaluation, and trustee education. We work on a retainer or project basis. We emphasize co-fiduciary responsibility, client advocacy, and communication. Consulting is our only business.

Our mission is to help sophisticated institutional investors define and realize the objectives of their investment programs by providing them with objective information, guidance, and expert advice with respect to the disciplined management of their investment funds.

We also aspire to provide a rewarding career for capable investment professionals who want to practice their profession in an environment that is devoted entirely to consulting, supported by state-of-the-art technology and investment market research, and as free from conflicts of interest as possible.

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