The Strategic Group Email Format

Investment ManagementGeorgia, United States11-50 Employees

The Strategic Group is a boutique investment firm situated in Atlanta, Georgia, focused primarily on private equity solutions aimed at mitigating taxes for its investors. Its client base includes high-net-worth individuals, family offices and their trusted advisors, as well as corporations and banks, with a view to helping them reach their financial goals. The firm operates within the investment management industry, seeking to position itself by offering tax-efficient approaches through private equity structures. Based in Atlanta, it maintains a relatively small firm size and has pursued partnerships to expand its reach, including a collaboration with Rivermont Capital announced in 2019. The organization also indicated an initiative to update its website around the same time to reflect growing lines of business.

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