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Insights for RIAs and Broker-Dealers

Risk, compliance, operations and practice management insights for RIAs and broker-dealers — from the StratiFi team and industry contributors.

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| 2 Min Read

5 Portfolio Risk Myths Debunked | StratiFi

Risk has always been present for investors. It used to be that a diversified stock and bond portfolio was usually enough to protect clients from the worst of the financial markets ...
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| 2 Min Read

StratiFi Featured in S&P Webinar on Risk Management

San Francisco, April 6, 2020 – Akhil Lodha, StratiFi Technologies’ Chief Executive Officer, recently spoke on a webinar held by S&P Dow Jones Indices (DJI) about the effective ...
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| | 0 Min Read

Steven Sears on Risk & Portfolio Hedging | StratiFi

In the past 100 days, the stock market has advanced about 22%. This return is so extraordinary that many investors would be satisfied with that gain over an entire year. This ...
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| 1 Min Read

Luck, Risk and Avoiding Losers

When Howard Marks speaks, it pays to listen. The chairman of Oaktree Capital recently sat for a lengthy interview with Shane Parrish of Farnam Street in which he covered many key ...
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| 1 Min Read

Someone’s Making a Big Bet on a Border Wall

Steven M. Sears, StratiFi’s chief investment officer, recently focused on some of the key attributes of successful investing in a column that he wrote for Barron’s.
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| 1 Min Read

Know Your Risk with Steve Sears of Stratifi

San Francisco, April 1, 2019 – Steven M. Sears, StratiFi Technologies’ Chief Investment Officer, spoke at the MartinKronicle show, with Michael Martin.
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| 1 Min Read

Michael Drumm Joins StratiFi as Director of Sales | StratiFi

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| 1 Min Read

Steven M. Sears at CBOE Risk Conference | StratiFi

San Francisco, March 6, 2019 – Steven M. Sears, StratiFi Technologies’ chief investment officer, will be speaking at the Chicago Board Options Exchange’s Risk Management ...
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| 1 Min Read

StratiFi at Schwab Regulatory Conference | StratiFi

San Francisco, February 14, 2019 – StratiFi Technologies Inc. announced today that it is a premier sponsor of a Charles Schwab conference, Regulatory Hot Topics: Preparing for ...
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| 1 Min Read

Inflation Risk & Diversification: Steven Sears | StratiFi

In an essay for AdvisorHub, StratiFi’s Chief Investment Officer Steven M. Sears has alerted investors to the risk that rising inflation has on traditional portfolio allocations.
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