STRATxAI designs and delivers data-driven portfolios tailored to our clients’ investment philosophy, risk tolerance, and objectives. Portfolios can be hosted on our platform, integrated via API into your existing systems, or delivered through regular emails or CSV files.

Each portfolio is developed in close collaboration with the client and seeks to deliver consistent, risk-adjusted returns across market conditions. We employ a bottom-up quantitative approach to security selection – dynamically allocating across equities and ETFs. STRATxAI portfolios continuously evaluate factor exposures, alpha signals and risk constraints to identify the most attractive investment opportunities.

Key Features

• Data-Driven, Adaptive Portfolios:Powered by multi-factor models and machine learning algorithms, STRATxAI portfolios dynamically adapt to evolving market conditions.
• Client-First Approach: Every portfolio is developed in close collaboration with each client, ensuring a truly bespoke solution tailored to their needs and goals.
• Cost-Effective Customization: STRATxAI delivers personalized portfolio solutions and dedicated support – without the high fees of traditional off-the-shelf  providers.
• Seamless Integration: White-labeling and API access are available upon request to ensure seamless integration with your existing offerings.