Strategic International
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$176,870
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$88,435
About
Strategic International provides automated, discretionary portfolio management through an interactive website to a mix of individual and institutional clients, including qualified investors, charitable organizations, foundations, endowments, trusts, corporations, nonprofits and other investment advisers. The firm serves clients online across domestic and foreign jurisdictions and discloses a significant non‑U.S. client base, which is uncommon among independent advisers.
The firm’s investment process is quantitative and grounded in Modern Portfolio Theory, using a written risk‑tolerance assessment based on Prospect Theory and behavioral economics to tailor allocations. Portfolio construction is automated: the firm gathers end‑of‑day price data (via web scraping), calculates asset betas and expected returns, evaluates portfolios by a utility score, and rebalances monthly on a discretionary basis with trade execution sent through Interactive Brokers’ API.
What is distinctive is the firm’s internet‑centric, algorithmic operating model — an online advisory service that requires clients to use a broker API for execution, a setup relatively rare for independent advisers. Combined with an explicit global orientation (selection of a broker‑dealer with broad international access) and a stock‑only investment universe implemented by automated processes, the firm presents a compact, technology‑driven alternative to more traditional advisory practices.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
1.00% of the value of the account annually, regardless of size
Most active in
Strategic International has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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