A complete list of active advisors currently associated with Global Strategic NextGen OCIO

Warmer can help you find a great advisor at Global Strategic NextGen OCIO or one who fits your needs even better.

Global Strategic Investment Solutions (GSIS) provides discretionary portfolio management and manager-selection services to individuals and institutional clients, including high-net-worth individuals, donor-advised funds, endowments, and foundations. The firm documents client goals and constraints in an Investment Policy Statement, accommodates client-imposed restrictions, and may allocate portions of portfolios to third‑party advisers or private funds. GSIS emphasizes a long-term, dynamic strategic asset allocation implemented through quantitative methods, proprietary models, and third‑party data, with oversight from an investment committee. The process combines ensemble capital market assumptions, ongoing rebalancing, and both quantitative and qualitative due diligence to construct customized portfolios across public and private market exposures. Notably, GSIS manages a large asset base relative to its small advisory team, producing materially higher AUM per advisor than most peers in its category. The firm’s routine integration of systematic quantitative modeling with active selection and operational due diligence—including the use of private equity, venture capital, interval/tender‑offer funds and other less-liquid structures where suitable—sets its capabilities apart from many similarly sized team firms.

To learn more about the advisors currently working at Global Strategic NextGen OCIO, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.