STRATFI

Overview

Stratfi is an independent registered investment adviser organized as a limited liability company and organized to serve individual and family clients. The firm emphasizes discretionary portfolio management and financial planning, and it also works with small businesses and institutional/business accounts. Stratfi charges on a percentage-of-AUM basis and can bill hourly for planning or advisory work. The firm registered with the SEC in 2025 and operates as a single-owner RIA. Investment activity is clearly equity‑centric: the firm’s filings show a strong preference for exchange‑traded securities as the primary vehicle for client exposure. Stratfi combines core, low‑cost exchange‑traded strategies with selective active positions and uses third‑party managers to access hedge fund and real estate strategies where appropriate. The firm also offers market timing services, which suggests tactical overlay capability alongside its strategic equity allocation.

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Location & Offices