Assets Under Management
$910.0M
Number of Clients
2,520
Number of Advisors
9
Average Client AUM
$361K
AUM per Advisor
$101.1M
Compensation
Fee-Only (AUM)
Strategic Investment Solutions, Inc. offers investment supervisory services through individual and model portfolio management. They establish client goals through discussions and questionnaires, develop investment policies, and manage portfolios accordingly. They use model portfolios designed to meet specific investment goals, utilizing no-load mutual funds and ETFs. Account supervision is guided by client objectives and tax considerations.
9501 W 144th Place, Orland Park, IL, 60462-2562