Diversification alone is not enough.

StratiFi helps advisors manage risk in real time.

Dynamically manage portfolio risk through options overlays

Deployed alongside existing portfolio

Customized solutions for your needs

Non-distruptive to existing allocations

Compatible across custodial platforms

Non-distruptive to existing allocation

Compatible across custodial platforms

Enhance Client Experience

StratiFi’s options overlays sit atop an existing allocation, adding incremental benefits to help achieve targeted risk outcomes.



Client Portfolio
StratiFi Overlay
Enhanced Portfolio
Client portfolio


StratiFi overlay


Enhanced portfolio

Deliver Real-World Solutions

For a client, real risk is not having the money you need when you need it. We help advisors solve problems their clients truly care about.

Add options overlays to your client's portfolio

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