From proposal to review. Stratavest is your concierge portfolio consultant.
Curated Model Menu
Over 100 model options from industry leading portfolio strategists. ETF’s, mutual funds, individual equities, and blends to suit the unique needs of each client.
Assign accounts to single models or layer complementary models together in custom strategy blends. Mix active and passive, use advisor defined models, or bolt on narrow asset-based models to achieve desired exposures.
No Ticket Charges
Advisors enrolled in the Stratavest program do not pay transaction charges. This enables us to offer dynamic trading strategies without having to worry about the cost to do so.
Prospect statement and asset allocation analysis, risk assessments, and tailored financial planning support come standard to assist our advisors in building their business.
Our advisors can maintain their imprint and communicate a value-add to their clients through advisor controlled sleeves. Control 10%, 50%, or entire models and outsource the implementation to our trading team.
From Proposal to Review
Our team delivers branded proposals to help you close business and client account reviews to give your clients the feedback they need on their progress.
Actionable Intel Delivered Right to Your Inbox
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Built by advisors, for advisors. We came up with Stratavest as a solution to the complicated, expensive, and inflexible third-party management solutions we were forced to work with. So we built it with these three principles in mind.