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Strategic Investment Group®, a pioneer in dedicated Outsourced CIO (OCIO) solutions since 1987, offers a comprehensive service platform for managing customized portfolios for institutional and private investors. Our proprietary process combines active portfolio management, rigorous risk management, and open architecture manager selection. Strategic functions as our clients` investment partner and co-fiduciary, effectively becoming an extension of their resources. Clients are then free to focus on their core businesses, while we focus on providing the highly specialized portfolio management expertise that clients need to meet their investment goals. Depending on a client`s needs and preferences, Strategic can orchestrate the management of an entire portfolio comprising multiple asset classes, focus on specific asset classes, such as alternatives (e.g., hedge funds, real estate, and/or private equity) or international investments, or manage strategies with high potential for adding value (e.g., portable alpha through investor-friendly turnkey structures). Customized liability-driven investing (LDI) solutions, whether through an integrated total portfolio approach or a targeted long-duration strategy, are also available, as are solutions that address mission-related investment objectives. We strive to build enduring partnerships with our clients by strengthening their investment programs through a dynamic, value-enhancing investment process, sound governance framework, and world class client service. Our mission is to empower investors through experience, innovation, and excellence.
Trustmont Financial Group is a Greensburg, PA-based company in the Financial Services sector.
Hartman is a premier property management company in the Houston, Dallas, and San Antonio markets with more than 59 commercial properties totaling over eight million square feet. Hartman has owned and operated commercial office properties since 1983, offering premium office space at attractive rates. With more than 38 years of commercial leasing expertise in Houston, San Antonio, and Dallas, Hartman knows exactly what their customers require.
A boutique multi-family office serving a select group of ultra-high net worth clients and their families. EPIQ Capital Group is a boutique multi-family office
CareVest Capital Inc. is a Calgary, AB-based company in the Financial Services sector.