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"Consulting is our only business."

  • Serving institutional investors since 1994
  • Retained to advise on over $700 billion in assets
  • Strategic planning, plan implementation, performance evaluation, and trustee education
  • Specializing in private markets investment
  • An independent employee-owned company
(415) 362-3484

Strategic Investment Solutions, Inc.
333 Bush St., Ste. 2000
San Francisco, CA 94104

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 without 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 free from any conflicts of interest.

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:: News ::
SIS is Hiring

We are currently looking to add a Senior Investment Analyst.

Consultant of the Year

Congratulations to Paul Harte of SIS, who was recently named Consultant of the Year at the Money Management Letter 2009 Public Pension Fund Awards for Excellence. Way to go Paul! We are equally proud that the 2007 winner, Pete Keliuotis, is also from SIS!

May 2009 Market Update

Equity markets and interest rates continued to move higher in May as the degree of pessimism weakened across many metrics. During the month of May, the economic data released in the U.S. did not worsen and in many cases began to take on a more positive tone which in turn became a catalyst for a rally in a broad range of risk assets...

read the full report (pdf)
summary of index returns (pdf)

 
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