Description
Strategic Investment Solutions, Inc. operates as an institutional investment consulting company. The company specializes in private markets investment, as well as evaluates domestic and international investment strategies in the public and private markets. It offers a range of consulting services, including strategic planning, plan implementation, performance measurement and monitoring, and trustee education to institutional investors. The companys strategic planning services include asset/liability and manager structure analysis, investment policy and process review, investment guidelines, asset rebalancing, risk analysis, and private equity investing; and plan implementation services comprise manager search and selection, asset transition coordination, manager review and due diligence, partnership due diligence and selection, negotiation, and ongoing research. Its performance measurement and monitoring services include return calculation, manager evaluation and comparison, plan comparison, domestic and international performance attribution, characteristic review, private equity monitoring/reporting, and presentation of performance results. The company also provides specialized services, such as alternative investments consulting, global custodian/master trustee search, commission recapture, brokerage policy review, securities lending policy review, MBE/WBE search and selection, NDT strategic planning, tax-smart asset allocation, DC investment option selection, client-directed trustee education, client-directed research, and expert witness assistance. It serves a select group of clients, including pension funds, foundations and endowments, and family offices. The company was founded in 1994 and is based in San Francisco, California.
Corporate Address
333 Bush Street Suite 2000 San Francisco, CA94104 United States of America
United States of America
415-362-3484
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