Scottsdale, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Global Strategic NextGen OCIO
Team
Firm-wide stats for Global Strategic NextGen OCIO
Clients per advisor
29 Very LowAvg AUM per client
$10,376,717 Very HighHNW client ratio
81% Very HighAbout
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.
Based on Global Strategic NextGen OCIO
Expertise
Based on Global Strategic NextGen OCIO
Location
7337 East Doubletree Ranch Road, Suite C 165
Scottsdale AZ 85258
Advisors at this office
2
Advisors at this office
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.
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