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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


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


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.


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

Want to meet to learn more?

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