STRATxAI

What is STRATxAI?

STRATxAI is an SEC-Registered Investment Advisor that empowers RIAs (Registered Investment Advisors) and institutional investors with custom portfolios and AI-powered investment solutions. They offer a comprehensive suite of tools and services designed to optimize portfolio management, enhance decision-making, and improve client retention.

Key Features:

• Custom Model Portfolios: Tailored to each client's investment philosophy, risk tolerance, and objectives using advanced quant models or machine learning algorithms.
• Quant Intelligence Platform: A web-based solution delivering actionable insights for security selection, portfolio construction, and management.

How does STRATxAI work?

STRATxAI provides a data-driven approach to portfolio management, allowing RIAs, TAMPs, and Asset Managers to:

• Optimize processes.
• Identify opportunities.
• Deliver strong risk-adjusted returns.

Why use STRATxAI?

STRATxAI helps you achieve:

• Smarter Decision Making: Leverage AI and quantitative models for better investment choices.
• Better Portfolio Outcomes: Enhance returns and manage risk effectively.
• Streamline Portfolio Management: Automate and simplify portfolio management tasks.
• Free Up Resources: Reduce manual effort and focus on client relationships.
• Improve Client Retention: Offer customized and high-performing portfolios.

Where can I use STRATxAI?

STRATxAI is suitable for:

• RIAs: Actively managing client assets.
• TAMPs: Seeking a data-driven approach to portfolio management.
• Asset Managers: Committed to optimizing processes.