Institutional Consulting

Institutional Asset Management.

Maximize your impact.

We understand the unique challenges and opportunities faced by smaller not-for-profit organizations and institutional endowments. You need long-term results that deliver a big impact for your mission at a level of risk that is right for you. As a Fiduciary, Strategic serves as your wealth advisor, investment manager, consultant and fierce community advocate.

Our Services

Expertise.

Simple, smart, and straightforward Investment Management Solutions are designed to protect and grow your assets to advance your mission.

Experience.

As your fiduciary partner, we’re committed to serving, guiding, and educating your entire team. We’ll anticipate risks, prepare for pivotal moments and consistently execute.

Advocacy.

We’re a group of passionate individuals that share in your mission to serve and enhance our communities for the greater good. It’s partnership, not sponsorship. For us, it’s personal.

Investment Management

Protect and grow your assets.

Boldly simple Investment Management, led by science, not speculation. Our in-house Investment Team remains the steady force to protect your assets today and grow your impact tomorrow.

Portfolio Management
Regular Rebalancing
Comprehensive Reporting

Fiduciary Governance & Oversight

Keep your board and team engaged.

As a Registered Investment Advisor and a Fiduciary, we deeply understand the regulatory and compliance landscapes affecting your financial operations. Our experts collaborate with your team to navigate challenges and create solutions to achieve your mission.

Investment Policy Statement (IPS) Development & Implementation
Compliance & Performance Reporting
Board Member & Staff Education

Impact and Development

Ensuring sustainable philanthropy

As a non-profit organization, you rely on your cash to fulfill your mission and serve your community. We are here to help actively manage your investments and your spending policies so you can focus on what matters most.

Spending Policy & Fund Distribution
Giving Strategies & Development
Community Support & Partnership

For us it's personal

At Strategic, we understand that behind every not-for-profit organization lies a mission that matters—not just to you, but to the community at large. That’s why our investment management approach is more than just about numbers; it’s about nurturing a partnership that aligns with your values and supports your goals. With us, your mission is our priority, and we’re here to ensure your financial stability lets you focus on what really matters: your impact.

Strategic Foursome (Leist, McGraw, Williams, Evans) at the Annual Mohawk Valley Community Foundation Golf Tournament.

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Strategic Team dresses up for children's character brunch to benefit RCIL.

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Strategic Team members at The Neighborhood Center Annual Gala Di Mistero.

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Want to meet to learn more?

Let’s Talk