A financial technology platform built for advisors to

Advisors have trusted StratiFi with over $200 million in client assets.

Request demo

What Is StratiFi

A technology platform empowering advisors with customized option overlay solutions.

StratiFi’s advisor platform can help you differentiate your advisory business by implementing option-based risk management strategies to enhance client portfolios.

Complements Asset
Allocation

No Separate
Accounts Required

More Liquid &
Transparent

Better Risk &
Return

Multi-Custodian
Support

Better Risk & Return

Complements Asset Allocation

More Liquid &
Transparent

Multi-Custodian
Support

Better Risk & Return

Complements Asset Allocation

No Separate
Accounts Required

Why It Matters

Diversification alone is not enough.

A “diversified” portfolio may not be as diversified as you think; volatility is often an overlooked asset class.

What You Think You're Investing In

What You’re Actually Investing In

Grow your business in uncertain times.

Request demo

About Us

Our venture backed team has over 50 years of experience working with options trading, systematic investment management, and software development.

By leveraging machine learning, data science and automation, we manage portfolio risk in real-time with customized option overlay strategies.

Backed by Premier Venture Capital

Experience from Top Companies

Our Platform

A web-based platform that allows seamless integration of option overlays into your business.

StratiFi's white labeled technology platform helps advisors with strategy selection, client management, reporting, and everything in between.

See how StratiFi can help your client's portfolio.

Request demo

https://d33wubrfki0l68.cloudfront.net/b7161b335f4082795412837ce324178f5dfd209f/b45d0/img/posts/image-prismlogo.jpg

Identify Hidden Portfolio Risk with PRISM

Using StratiFi begins with PRISM, our proprietary tool to identify portfolio risk. By using PRISM...

Guillaume Decerprit Ph.D.

https://d33wubrfki0l68.cloudfront.net/cb145b7d7774098727e0de8b1be971ddc0b9260d/495a4/img/posts/image-eurekahedge.jpg

StratiFi in Eurekahedge Tail Risk Index

As of July 15, 2017, StratiFi’s Tail Risk Strategy...

https://d33wubrfki0l68.cloudfront.net/de2fb2bd8b5553262b8d8d8cc0d33fce0c37f787/1fbc3/img/posts/image-barrons.png

StratiFi Co-Founder in Barron's

On Saturday, July 8, StratiFi co-founder Ralph Drybrough was quoted in an article in Barron’s by the venerated options columnist Steve Sears...

https://d33wubrfki0l68.cloudfront.net/c907cadfd0b5071ee1b72b7165cb520b5c5d7511/f9250/img/posts/image-diff.jpg

StratiFi's Risk Management is a Powerful Differentiator for Advisors

Despite the ubiquity of risk, risk management is rarely mentioned as a factor in advisor differentiation. We think that provides advisors with a gr...

https://d33wubrfki0l68.cloudfront.net/8747f3599ea03571b048f214206fa167cb69af77/cb9f4/img/posts/image-optiontime.jpg

StratiFi Streamlines Options Investing

In a recent study conducted by Cerulli and The Options Industry Council, 48% of advisors listed the high demand on time as the primary barrier to i...

https://d33wubrfki0l68.cloudfront.net/9a72ea3ffc7b7ca4a8bf913eed75697b1f93d1f6/cdc2c/img/posts/image-curcio.jpg

Michael J. Curcio Joins StratiFi's Advisory Board

StratiFi is excited to welcome Michael J. Curcio to their board of advisors. Michael has a long and distinguished career

Ralph Drybrough and Akhil Lodha

https://d33wubrfki0l68.cloudfront.net/b45a5f75559cfb77646a2ceb35ce07176d330c58/c3cae/img/posts/image-asym.jpg

Could Eddie Murphy and Orange Juice Be Affecting Your Portfolio?

There are two elements to being a successful investor. The first is obvious, taking a sum of money and growing it. The second element is not...

https://d33wubrfki0l68.cloudfront.net/219728bea90ce907c9e69c2ecdfb5d676037f58e/8c7fd/img/posts/image-proactive.jpg

Power of Proactive Preservation

Looking back at another week of record highs, we need to ask ourselves: When is too much of this positive market activity no longer a good thing?

https://d33wubrfki0l68.cloudfront.net/f6db159e92ed1a00ae225b80d283f04d31440b47/2cb05/img/posts/image-put-explanation2.jpg

Put-ting an End to The Madness Part 2

Options are a notoriously complex asset class. This post is the second of a series aimed at ending that confusion....

https://d33wubrfki0l68.cloudfront.net/ff7eb8d4530ee212b51880ecfd30f05366f3cfcc/2a5da/img/posts/image-put-explanation1.jpg

Put-ting an End to The Madness Part 1

Options are a notoriously complex asset class. This post is the first of a series aimed at ending that confusion....

https://d33wubrfki0l68.cloudfront.net/e98810c16c078516a5d20f6343041f7c72088b91/51ed4/img/posts/image-human-robo.jpg

The Irony of Robo Advisors

Robots will do us in...the singularity is upon us....

https://d33wubrfki0l68.cloudfront.net/c27336b09ba6e3b9b0cc2f1d6df27a9c31e2cf44/3fb39/img/posts/image-platform-intro.jpg

Portal to Intuitive Risk Management

At StratiFi, our mission is to provide financial advisors with better tools to manage risk...

https://d33wubrfki0l68.cloudfront.net/dd2786538b624133ccaf3d8b102cfa5cecca57dd/5547a/img/posts/image-cboermc.jpg

UBER for Options

From March 8-10, my co-founder Akhil Lodha and I attended the CBOE Risk Management Conference...

Ralph Drybrough

https://d33wubrfki0l68.cloudfront.net/072a75ddd8c40dff059b5fb46388ec9cfbe8abad/48428/img/posts/image-improbable-streak.jpg

The Improbable Streak

To say that the stock market rally since election night last November is unusual is an understatement...

Jaipal K. Tuttle, PhD

https://d33wubrfki0l68.cloudfront.net/78c1cd40e04eb84144dabd9f7ad2df6172c8ac5c/5fa9d/img/posts/image-american-dream.jpg

Preserve Your Clients' American Dream

Concentrated stock positions are often as unique as the people who own them...

https://d33wubrfki0l68.cloudfront.net/9a7b5ad1757f07ad2babd56b3088e28299824acb/f87af/img/posts/image-vix-no-fear.jpg

No Fear: Utility of the VIX

By now many people are familiar with the VIX volatility Index. It is often referred to as “The Fear Index”...

Jaipal K. Tuttle, PhD

https://d33wubrfki0l68.cloudfront.net/d181bff2106daf74cbdfc1bb2d9a6864e5b2b07a/bab1c/img/posts/image_inside_etfs.png

StratiFi presents at Inside ETFs

On January 23-25, the leadership team of StratiFi had the pleasure to attend and present at Inside ETF…

https://d33wubrfki0l68.cloudfront.net/7040a3508bf33a5a3fba52ec8523967638932319/bd0cf/img/posts/6.jpg

Quantifying your portfolio's risks

Risk is fascinating. It hatches from pure randomness and ...

Guillaume Decerprit Ph.D.

https://d33wubrfki0l68.cloudfront.net/c15759bb6ea9c64c374c3d7abca6c72b36a559ff/ae0f1/img/posts/4.jpg

CAUTION: Actual correlations may be larger than they appear

Looking at historical correlations is a lot like seeing objects through a rear-view ...

https://d33wubrfki0l68.cloudfront.net/f8449e3f8610d24d7041989d45b251d0b12e6f43/af802/img/posts/5.jpg

Too much of a good thing?

Even well-balanced portfolios can include concentrated stock positions. There are plenty ...

https://d33wubrfki0l68.cloudfront.net/267d9bda3f12d0abfb9542a679be78b64808d6f6/885f1/img/posts/3.jpg

Risk or volatility: Which shark is closer to the boat?

Both risk and volatility affect investment performance, but they aren’t the same thing ...

https://d33wubrfki0l68.cloudfront.net/a3a59c84260f183e572f96d11a12b7682cc61032/b6735/img/posts/2.png

StratiFi making an IMPACT

Schwab IMPACT is officially a big deal. If you’re an established player or a fledgling startup, ...

https://d33wubrfki0l68.cloudfront.net/72835cad70dfa6adce4bc34ff0b50714ba1480a7/c28e6/img/posts/1.png

Why we started StratiFi

Markets hate uncertainty. Just consider the surprise outcome of the Brexit ...

Company

Resources

Contact

StratiFi is an SEC-registered investment adviser. By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. Investing in securities involves risks, you should be aware of prior to making an investment decision, including the possible loss of principal. Full Disclosure.

Copyright 2016 Stratifi