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  • StratiFi is a financial technology platform that empowers financial advisors with option based risk management solutions to help clients achieve better investment outcomes. Our platform offers state of the art technology that evaluates client portfolios and implements personalized option overlay strategies.
  • StratiFi works with investment advisors on behalf of their end clients.
  • StratiFi strives to help advisors optimize portfolio construction by using options to mitigate against potential loss events and/or add incremental yield to client portfolios. StratiFi’s practice management virtues help advisors decrease attrition by offering a differentiated tool to reshape risk in a portfolio.
  • StratiFi offers support Monday-Friday 9am-5pm PST via phone, chat or email.
  • StratiFi does not work directly with end clients. Advisors maintain the autonomy of the relationships with their clientele and we work with the advisor to enhance the relationship.
  • Not currently, but expects to be in the future.
  • Yes, we offer a branded and white labeled client experience.
  • The experience of an investment return is as important as the return itself. Over many years of helping clients achieve their financial goals and target returns, our investment strategy has been guided by our belief in:
    • Long-term investment success defined by vigilance on losses
    • Custom solutions based on the objectives of each client
    • Steadfast focus on seamless, tax efficient strategy implementation
    • Disciplined investing with systematic rebalancing
    • Low cost, transparent and liquid strategies
  • We use 256-bit SSL encryption, store all of our data on servers in secure off-site facilities, and implement systematic processes and procedures for securing and storing data. And because we value your trust, we will protect the privacy of information as outlined in our Privacy Policy and will never share or sell your data or your client’s data with any third party for any purpose without your client’s permission.
Can't find what you're looking for, please contact us or email us at info@stratifi.com.