CRD: 298363
Strategic Investment Solutions, LLC
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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-13-2018
- Office Locations
- 1
Office Locations
About Strategic Investment Solutions, LLC
Strategic Investment Solutions, LLC is a Bluffton, SC registered investment adviser led by A. Raymond (Ray) Randall, Jr. The firm provides investment management and financial planning with an asset-allocation orientation, and coordinates estate planning alongside qualified estate planning attorneys. Client portfolios are managed on the SEI Investments/SEI Private Trust platform, reflecting Randall’s background across insurance and brokerage firms before moving to the RIA model.
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Investment Themes
Investment Vehicles
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Owner & Executives
ARTHUR RAYMOND RANDALL JR
Chief Compliance Officer, Managing Member, President, Registered Investment Advisor
- CRD
- #1246969
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,863,534 | -- |
| Total | $4,863,534 | -- |
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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 |
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