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

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

Strategic Investment Solutions, LLC provides financial planning and portfolio advisory services to individuals and charitable organizations. The firm conducts planning through interviews and questionnaires and implements investment programs primarily by recommending SEI subadvised platforms and mutual fund/ETF strategies. The firm’s investment approach emphasizes asset allocation tailored to client goals and risk tolerance, using SEI’s suite of strategies (including tax-managed, tactical ETF, and income-focused options) and the ability to create custom allocations. Advisory services are delivered mainly on a non-discretionary basis, with trade execution, account management, and reporting performed by SEI or other third-party managers. Compared with peers, Strategic Investment Solutions is uncommon in explicitly serving charitable clients and in operating largely as a non-discretionary adviser rather than a discretionary manager. The firm also relies on third-party platforms for custody, execution, and client reporting and may recommend SEI’s wrap-fee program rather than sponsoring its own.

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