Global Strategic NextGen OCIO
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,182,945,750
Clients
114
Advisors
4
across 3 offices
About
Global Strategic Investment Solutions serves high‑net‑worth individuals alongside donor‑advised funds, endowments and foundations, delivering discretionary portfolio management and selection of third‑party managers. The firm documents client objectives in an Investment Policy Statement and implements portfolios that span both public and private market investments.
GSIS’s investment approach centers on a dynamic strategic asset allocation framework driven by proprietary quantitative models and partnerships with external thought leaders, using ensemble capital‑market assumptions, statistical forecasting, and systematic rebalancing. Implementation emphasizes quantitative and qualitative due diligence on managers and access to a broad investable universe, including ETFs, alternatives, interval/tender funds, private equity and venture capital when suitable for client goals.
What is distinctive about GSIS is its scale relative to its advisor team — the firm manages an unusually large asset base per advisor, which shapes its operational model and resources. The firm also does not position itself as a provider of standalone financial planning services, focusing instead on model‑driven investment management and manager selection across more complex and less liquid vehicles.
Client services
Expertise
Fee options
Separate negotiated fees for additional project-based services
Negotiated individually, generally ranges between 0.15% and 0.70% of AUM
Account minimum: $25,000 minimum annual fee applies Minimum fee: Minimum annual fee of $25,000
Main office
See office7337 East Doubletree Ranch Road, Suite C 165
Scottsdale AZ 85258
Advisors at this office
2
Offices (3)
Most active in
Arizona · California · Florida · New York · North Carolina · Texas · Utah
Also doing business as
Global Strategic Investment Solutions · Global Strategic Investment Solutions, LLC · Global Strategic Nextgen Ocio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nicholas B
Series 65
Jupiter, FL
Global Strategic NextGen OCIO
Nicholas Botticelli is a financial advisor at Global Strategic NextGen OCIO with nine years of industry experience. He holds a Series 65 designation and has worked at Global Strategic Investment Solutions, RBX Associates, Exelon Corporation, and Hirtle Callaghan & Co. LLC. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations by providing discretionary portfolio management and third-party manager selection. The firm uses a dynamic strategic asset allocation framework driven by proprietary quantitative models and emphasizes due diligence across a wide range of public and private market investments.
Curt T
Series 65
Scottsdale, AZ
Global Strategic NextGen OCIO
Curt Thompson is a Series 65–licensed financial advisor at Global Strategic NextGen OCIO with 29 years of industry experience. He previously worked at Hirtle, Callaghan & Co. for 23 years before joining Global Strategic Investment Solutions in 2018. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations by providing discretionary portfolio management and third-party manager selection. The firm employs a dynamic strategic asset allocation approach using proprietary quantitative models and emphasizes both public and private market investments.
Tyson K
Series 63, Series 65
Scottsdale, AZ
Global Strategic NextGen OCIO
Tyson Keene is a financial advisor at Global Strategic NextGen OCIO with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Robert Chick Fritz. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations by providing discretionary portfolio management and selection of third-party managers. The firm employs a dynamic strategic asset allocation framework using proprietary quantitative models and emphasizes quantitative and qualitative due diligence across a broad investable universe, including public and private market investments.
Matthew U
CFA®, Series 63, Series 65
Durham, NC
Global Strategic NextGen OCIO
Matthew Underwood is a CFA® charterholder with 13 years of experience in investment advisory. He is currently with Global Strategic NextGen OCIO, part of Global Strategic Investment Solutions, where he has worked since 2019. His prior experience includes roles at BB&T, Patriot Wealth, and Vanguard Advisers. Outside of his advisory work, he serves as a limited agent managing family retirement accounts. Global Strategic Investment Solutions provides discretionary portfolio management and third-party manager selection for high-net-worth individuals, donor-advised funds, endowments, and foundations. The firm employs a dynamic strategic asset allocation framework using proprietary quantitative models and emphasizes access to a broad range of investment vehicles, including public and private markets.
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