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 is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and trustees, providing discretionary portfolio management and model portfolio programs. The firm offers ongoing Investment Supervisory Services and proprietary "StEP" model portfolios and incorporates research and institutional funds from Dimensional Fund Advisors into its model offerings. The firm's investment approach combines Modern Portfolio Theory and the Efficient Markets hypothesis, favoring diversified, largely passive, long‑term investments across a broad set of asset classes with periodic rebalancing. Client risk profiles are established through interviews or a risk tolerance questionnaire, and accounts are reviewed at least annually to confirm continued suitability. Noteworthy features in the brochure include a relatively high client load — roughly 2,600 clients served by 10 advisors (about 260 clients per advisor) — and associated persons who also hold registered‑representative and insurance licenses and operate separate tax or accounting practices, arrangements the firm discloses may generate additional compensation. The brochure also notes the firm generally uses Schwab Institutional for custody, does not vote client proxies, and does not describe standalone financial planning as a core offering.

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.