A complete list of active advisors currently associated with Strategic Investment Solutions, Inc.

Warmer can help you find a great advisor at Strategic Investment Solutions, Inc. or one who fits your needs even better.

Strategic Investment Solutions, Inc. provides discretionary investment supervisory services and model portfolio management to a broad client mix that includes individual investors, high‑net‑worth clients, and pension/profit‑sharing plans. The firm reports about $830 million in assets under management for roughly 2,600 clients served by a nine‑advisor team, producing a client‑per‑advisor ratio that is materially higher than is typical for comparable team firms. The firm’s investment approach emphasizes asset allocation and a passive, long‑term buy‑and‑hold orientation implemented via proprietary model portfolios and institutional asset‑class funds, including model work informed by Dimensional Fund Advisors. Portfolios are managed on a discretionary basis with periodic rebalancing and suitability assessed through client risk‑tolerance questionnaires and ongoing reviews. Strategic Investment Solutions operates with business relationships that are uncommon among peers: several principals hold broker‑dealer and insurance licenses and the firm uses institutional custodial services (including Schwab Institutional) and related platform support. The firm also discloses affiliated accounting and tax‑preparation activities provided by certain principals (for separate compensation) and notes that some principals devote substantial time to those outside services, a potential conflict of interest clients should evaluate.

To learn more about the advisors currently working at Strategic Investment Solutions, Inc., 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.