Strategic Capital provides investment consulting services to institutional investors including, corporations, multi-employer funds, not-for profit institutions, healthcare organizations and public entities.  The firm is 100% owned by its founding consultants.  All of our research and advice is developed and delivered by senior consulting/investment professionals. 

 

Consulting Services

 

Strategic Capital has particular expertise in developing and implementing investment solutions for the following types of programs:

 

 

 

 

 

 

 

 

 

 

Strategic Capital offers a full array of traditional investment consulting services, including: 

 

·          Asset allocation/investment policy review and development

·          Portfolio structure design and risk optimization

·          Performance measurement and evaluation

·          Investment manager evaluation and search

·          Master trust/custody evaluation and search

·          Plan administrator/record-keeping evaluation and search

·          Securities lending program evaluation and risk assessment

·          Liquidity management plan design

 

In addition, we offer the following specialty consulting services:

 

·       Risk Management Investment System for health & welfare plans

·       Structuring of investment programs for balance sheet assets