Strategic Investment Group

Strategic Investment Group is an investment advisory firm located in Arlington, Virginia, established in 1987. The company specializes in providing Outsourced Chief Investment Officer (OCIO) solutions, managing customized portfolios for institutional and private investors. Its services encompass investment policy design, asset allocation, portfolio management, direct trading, risk management, and liquidity management. By functioning as an investment partner and co-fiduciary, Strategic Investment Group allows clients to concentrate on their core business operations while benefiting from specialized portfolio management expertise. The firm offers a flexible approach to portfolio management, which can include managing entire portfolios across multiple asset classes or focusing on specific areas such as alternatives or international investments. Additionally, it provides customized liability-driven investing solutions and strategies aimed at fulfilling mission-related investment objectives. With a commitment to fostering long-term partnerships, Strategic Investment Group aims to enhance its clients' investment programs through a dynamic and value-driven process, sound governance, and exceptional client service.

Richard Behler

Managing Director, Client Portfolio Management

Nathalie Cunningham

Managing Director, Client Portfolio Management

Jackie Gifford

Managing Director, Public Equities

Glaviano CIMA, Valentina M.

Managing Director

Taylor Henshall

Managing Director, Opportunistic and Hedge Funds

Kerr, Jane

Managing Director, Client Development

Nikki Kraus

CEO

Jeffrey Nasser

Deputy Chief Investment Officer and Managing Director, Private Markets

Joshua O’Brien

Managing Director, Operations

Christopher P. Pond

Managing Director, Client Portfolio Management

Kenneth Shimberg

Managing Director, Client Portfolio Management

William Worsley

Managing Director

2 past transactions

Numeric Investors

Private Equity Round in 2004
Numeric Investors LLC is a privately owned investment manager based in Boston, Massachusetts, founded in 1989. The firm offers investment services to a diverse clientele, including high net worth individuals, corporate pension plans, charitable institutions, and international funds. Numeric Investors specializes in managing client-focused equity portfolios, equity mutual funds, and hedge funds, investing globally in public equity markets. Its investment strategy focuses on both growth and value stocks across small-cap, mid-cap, and large-cap companies. The firm utilizes a combination of fundamental and quantitative analysis to construct its portfolios, with a strong emphasis on research to identify new alpha-generating opportunities and optimize trading costs. Numeric Investors has established asset capacity limitations to ensure that its growth does not compromise the excess returns it aims to achieve for clients.
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