Strategic Investment Solutions, Inc. is a large advisory firm based in Orland Park. It manages $410 million of regulatory assets for 2,500 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Florida, and 8 other states.
Strategic Investment Solutions provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Strategic Investment Solutions, Inc. is $410 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 583% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Strategic Investment Solutions, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Robert Michael Byrns is high net worth individuals with 100 clients and $300 million of assets under management. Among the 5 most similar advisory firms, Strategic Investment Solutions has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $410 million for 525 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Strategic Investment Solutions doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 45 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Robert Michael Byrns has been acting as President since 1 Jan 2016. Douglas James Stepansky joined the executive team most recently as the Cco.
The principal office where Strategic Investment Solutions, Inc. performs its advisory services is located at 9501 W 144 Th Place, Orland Park, IL 60462 2562, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 708-645-8820 or by fax 708-403-4228. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at step401k.com.