Strategic Investment Management
Summary
Company size 51-200
AUM $25B - $50B
Arlington, Virginia, United StatesStrategic Investment Management, LLC is a privately held, SEC-registered investment adviser based in Arlington, Virginia founded in 1987. Strategic Investment Management, LLC investment management and planning services including outsourced Chief Investment Officer services to individual and institutional investors, employee pension and benefit plans, foundations, endowments, government entities, pooled investment vehicles and family and general corporate funds.
Categories
Investment Management
Services
Institutional ServicesRecent News & Articles
Younger banking customers are making a decided move away from megabanks like Bank of America, JPMorgan Chase, and Wells Fargo for digital banks and fintechs like Chime, PayPal, and Square, according to research done by Cornerstone Advisors.
401(k) provider Fidelity aid it would give 23,000 employers the option to have employees add bitcoin and other crypto assets to their retirement savings.
Surveys report investors, institutions and Wealth Managers are warming to holding bitcoin and other cryptocurrencies in their portfolios, but limitations remain.
Wealth management giant Envestnet has acquired business intelligence provider Truelytics, the company announced today. Truelytics offers a software as a service (SaaS) digital platform based on performance data and proprietary banking and investment formulas.
Swiss provider of banking software Temenos has launched ESG Investing-as-a-service, helping banks and wealth managers make use of sustainable investing.
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