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Research & Insights

Who we are.


StratiFi is a risk management platform that provides a one-stop-shop solution for portfolio risk analysis, client risk profiling and compliance so firms can manage the right risks that are essential for their success.



Investor Guides

Conservative Investors Guide


Learn how to convince a cash hoarder to invest wisely.

In this playbook, we cover:

  • Key behavior attributes of a cash hoarder
  • Tools to assess their risk profile and identify their motives
  • Strategies to overcome push-back and objections
  • Checklist to master the process of convincing them to act wisely

Aggressive Investors Guide


Learn how to convince an overly aggresive investor to act wisely.

In this playbook, we cover:

  • Key behavior attributes to an overly aggresive investor
  • Tools to assess their risk profile and identify their motives
  • Strategies to overcome push-back and objections
  • Checklist to master the process of convincing them to act wisely


StratiFi Resources

 Proposal Generation

Provide clients with an overview of invetment objectives.

 IPS

Selected research, articles and analysis from our senior advisors.

 Client Risk Profiling

Understand your client's risk tolerance and capacity to find a suitable portfolio.

 Complex Investments

Stocks, Bonds, ETFs, Mutual Funds, Alts, Real Estate, Crypto, and more.

 Compliance Review

Use PRISM to analyze portfolios and reduce compliance and investment risk.

 Stress Testing

Helps clients understand market volatility and impacts to their portfolios.

Learn more about StratiFi and our other strategic partners

Past performance does not guarantee future results. Investments in ETFs, Mutual Funds, SMA's and Private Investments involve risk, including possible loss of some or all your principal. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns. This email is for investment professionals only. Do not forward to retail investors. Registered Representative with UMB Distribution Services, LLC 235 W. Galena, Milwaukee, WI 53212