Use PRISM, our proprietary risk identification tool, to identify hidden risk your portfolio
Learn your portfolio’s exposure to: tail risk events, increases in volatility, asset class correlation and concentrated stock risk
Explore how our strategies can lower risk
Demo our simple intuitive advisor platform
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Report from PRISM, our proprietary risk identification tool, on hidden risk in your portfolios
Explore how our strategies can lower the identified risk
Learn how simple it is to implement StratiFi
Demo of our simple, intuitive advisor platform
Get options market commentary,
expert tips to advance your practice and company updates.
Risk Management For Financial Advisors
StratiFi's simple web-based platform is an end to end solution designed to strengthen the bond between you and your clients. We aim to provide hedging tools for advisors with the necessary tools to be stronger stewards of client capital through turnkey access to customized option overlays and downside risk measures.
Implement customized overlay solutions designed to meet each and every client's unique set of needs
Confirm efficacy of risk management for financial advisors with evolved PRISM scores
Manage Portfolio Risk
Spend more time focused on clients with our simple and intuitive investment portfolio management software experience
Increase your impact as a fiduciary by easily changing strategies to meet clients' evolving appetite for risk with our hedging tools for advisors
Benefit from automated PRISM scoring across your client base to find the clients most in need of risk management
Report on Downside Risk Measures
Reaffirm the impact and value of risk reduction with customized white-labeled performance reports
Reinforce ongoing risk management for financial advisors using PRISM as a consistent reference for exposure to risk.
Have a client that would benefit from StratiFi's finance advisory tools?
Sign up to receive a free portfolio analysis using our PRISM, our proprietary investment portfolio management software and risk identification tool for options overlay managers.
Investing in options involves significant risks, including unlimited loss, and is not suitable for all investors.
Our portfolio risk management process includes an effort to monitor and manage risk, but should not be confused with and does not imply low risk or volatility protection. While some StratiFi strategies are designed to decrease portfolio risk there is no guarantee that they will do so. Additionally, strategies designed to reduce portfolio risk over time may increase portfolio risk in the short term.
Past Performance is not a guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance.
StratiFi, LLC is an SEC registered investment adviser.
No statement in this web site is to be construed as a recommendation to purchase or sell a security or to provide investment advice.
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