(203) 302-9530
What We Do ...
Stratis Capital, LLC is an SEC Registered Investment Advisor which serves as portfolio analyst and advisor for high-net-worth investors.
The firm rigorously and regularly analyzes and evaluates its clients’ portfolios and investment manager performance. These regular evaluations lead to actionable and constructive advice regarding existing investments, new investment opportunities, and portfolio manager selection.
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Our fundamental goal is to maximize each client's risk-adjusted portfolio returns.
What Stratis Seeks to Achieve …
Improved Risk-Adjusted Returns -- for all client risk profiles
Improved & modern portfolio management
Improved performance transparency
Increased manager accountability
Higher-quality investment products
Improved product-level tax awareness
Lower fiduciary and management fees where possible
How We Accomplish This ...
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Fiduciary and Disciplined approach
Understanding our clients’ financial goals
Industry-leading portfolio analytics
Appropriate asset allocations and investments
Access to leading platforms and products:
Leading Investment Managers
Leading Trust Companies
Top-Quartile Private Equity Funds
Other Alternative Investments
To Learn More ...
Stratis Capital, LLC looks forward to the opportunity to learn more about your specific situation and needs and to discuss how our talented team might improve your investment results.
We’d love to hear from you, so don’t hesitate to reach out today.
