About UsThe Strategic Group
The Strategic Group is a boutique firm that focuses primarily on investment strategies that also may provide tax benefits as a source of returns. We work closely with affluent investors, family offices, trusted advisors, corporations, and banks.
Strategic Group Launches Two Opportunity Zone Funds.
The Strategic Opportunity Zone Fund and the Strategic Rivermont OZ Fund launched in January 2019. The Funds will allow investors to mitigate the taxation of capital gains and all future appreciation may grow tax-free.