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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-01-2003
- Office Locations
- 2
Office Locations
About Strategic Investment Management
Strategic Investment Management is an Austin, TX-based team of fiduciary financial advisors providing investment management, wealth management, retirement planning, financial planning, and insurance analysis for individuals and families, including those starting out, pre-retirees, retirees, business owners, and widows. The practice primarily implements portfolios using publicly traded funds and ETFs and supports custody through platforms such as Charles Schwab and Altruist.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BARBARA CORBIN SLAUGHTER
Limited Partner
- CRD
- --
- Ownership
- 25% but less than 50%
BROOKS COLLIER SLAUGHTER
Chief Compliance Officer, Managing Partner, President
- CRD
- #2313765
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,844,529 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,844,529 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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