A financial technology platform built for advisors to

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

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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

Compliments Asset Allocation

More Liquid &
Transparent

Multi-Custodian
Support

Better Risk & Return

Compliments 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.

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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

See how StratiFi can help your client's portfolio.

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Technology

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...
Akhil Lodha
June 20
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company

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
June 1
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Investing

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...
Justin Lent
May 10
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Investing

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?
Nick Trepp
May 1
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Investing

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....
Ciaran Rogers
April 26
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Investing

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....
Ciaran Rogers
April 18
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Technology

The Irony of Robo Advisors

Robots will do us in...the singularity is upon us....
Ciaran Rogers
April 8
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Technology

Portal to Intuitive Risk Management

At StratiFi, our mission is to provide financial advisors with better tools to manage risk...
Michael Smith
April 5
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Conferences

UBER for Options

From March 8-10, my co-founder Akhil Lodha and I attended the CBOE Risk Management Conference...
Ralph Drybrough
March 23
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Investing

The Improbable Streak

To say that the stock market rally since election night last November is unusual is an understatement...
Jaipal K. Tuttle, PhD
March 17
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Investing

Preserve Your Clients' American Dream

Concentrated stock positions are often as unique as the people who own them...
Justin Lent
March 14
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Investing

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
March 3
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Conferences

StratiFi presents at Inside ETFs

On January 23-25, the leadership team of StratiFi had the pleasure to attend and present at Inside ETF…
Nick Trepp
February 27
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Technology

Quantifying your portfolio's risks

Risk is fascinating. It hatches from pure randomness and ...
Guillaume Decerprit
February 13
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investing

CAUTION: Actual correlations may be larger than they appear

Looking at historical correlations is a lot like seeing objects through a rear-view ...
Akhil Lodha
December 7
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investing

Too much of a good thing?

Even well-balanced portfolios can include concentrated stock positions. There are plenty ...
Akhil Lodha
December 7
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investing

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

Both risk and volatility affect investment performance, but they aren’t the same thing ...
Akhil Lodha
December 5
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company

StratiFi making an IMPACT

Schwab IMPACT is officially a big deal. If you’re an established player or a fledgling startup, ...
Akhil Lodha
November 15
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company

Why we started StratiFi

Markets hate uncertainty. Just consider the surprise outcome of the Brexit ...
Akhil Lodha
November 9
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