What We Do
What We Do
What We Do
Portfolio Design & Management
Portfolio Design & Management
Our investment management work begins with structure. Portfolios are intentionally designed, actively monitored, and systematically adjusted to reflect risk, opportunity, and changing market conditions.
Our investment management work begins with structure. Portfolios are intentionally designed, actively monitored, and systematically adjusted to reflect risk, opportunity, and changing market conditions.
Our investment management work begins with structure. Portfolios are intentionally designed, actively monitored, and systematically adjusted to reflect risk, opportunity, and changing market conditions.
Systematic Portfolio Management
Systematic Portfolio Management
Systematic Portfolio Management
We manage portfolios with a focus on risk-adjusted returns and disciplined re-balancing
We manage portfolios with a focus on risk-adjusted returns and disciplined re-balancing
We manage portfolios with a disciplined, risk-aware process that emphasizes construction, rebalancing, and consistency through varying market environments.
Advisory Services
Advisory Services
Ongoing Portfolio Oversight
For clients who prefer direct involvement, we offer personalized advisory support while maintaining overall strategy alignment.
For clients who prefer direct involvement, we offer personalized advisory support while maintaining overall strategy alignment.
For clients who prefer a higher level of involvement, we provide ongoing guidance and monitoring while maintaining overall strategy alignment and risk controls.
Targeted Portfolio Design
Targeted Portfolio Design
Targeted Portfolio Design
We work with business owners and high-net-worth families to develop tailored strategies that reflect complex financial needs.
We work with business owners and high-net-worth families to develop tailored strategies that reflect complex financial needs.
For clients with unique circumstances, we design and manage strategies that reflect specific objectives, constraints, and tax considerations without sacrificing discipline.
Client-Centered Advisory
Client-Centered Advisory
Our advisory work is designed to support informed decisions around planning, taxes, and ownership complexity. We focus on clarity, alignment, and long-term sustainability rather than one-time recommendations.
Our advisory work is designed to support informed decisions around planning, taxes, and ownership complexity. We focus on clarity, alignment, and long-term sustainability rather than one-time recommendations.
Our advisory work is designed to support informed decisions around planning, taxes, and ownership complexity. We focus on clarity, alignment, and long-term sustainability rather than one-time recommendations.
Retirement Strategy Design
Retirement Strategy Design
Retirement Strategy Design
We help clients structure retirement strategies that balance income needs, tax efficiency, and long-term portfolio sustainability across multiple phases of life.
We help clients structure retirement strategies that balance income needs, tax efficiency, and long-term portfolio sustainability across multiple phases of life.
We help clients structure retirement strategies that balance income needs, tax efficiency, and long-term portfolio sustainability across multiple phases of life.
Tax-Aware Coordination
Tax-Aware Coordination
Tax-Aware Coordination
Working alongside your tax professionals, we help ensure investment and planning decisions reflect tax implications and reduce avoidable inefficiencies over time.
Working alongside your tax professionals, we help ensure investment and planning decisions reflect tax implications and reduce avoidable inefficiencies over time.
Working alongside your tax professionals, we help ensure investment and planning decisions reflect tax implications and reduce avoidable inefficiencies over time.
Business & Ownership Complexity
Business & Ownership Complexity
Business & Ownership Complexity
We support entrepreneurs and business owners with integrated strategies that align investments, liquidity planning, and long-term ownership objectives.
We support entrepreneurs and business owners with integrated strategies that align investments, liquidity planning, and long-term ownership objectives.
We support entrepreneurs and business owners with integrated strategies that align investments, liquidity planning, and long-term ownership objectives.
© 2025 Stratico LLC. All Rights Reserved
© 2025 Stratico LLC. All Rights Reserved
© 2025 Stratico LLC. All Rights Reserved