A complete list of active advisors currently associated with Stratfinx Wealth
Warmer can help you find a great advisor at Stratfinx Wealth or one who fits your needs even better.
Stratfinx Wealth (SFX Asset & Wealth LLC) is a fee-only registered investment adviser that provides investment management and financial planning to individuals, high-net-worth clients, and corporations or other businesses. The firm also conducts educational seminars and speaking engagements for groups on a range of personal finance topics. The firm develops written investment policies and asset-allocation targets based on client goals, risk tolerance, and tax considerations, and typically manages portfolios on a discretionary basis. Its investment process blends passive and active approaches and draws on fundamental, technical, cyclical, and Modern Portfolio Theory analysis, with ongoing and project-based planning engagements and periodic account reviews. Compared with many peers, Stratfinx explicitly extends portfolio management to institutional or business clients and offers OCIO-style services (including custom strategies, direct indexing, white-labeling, and custom reporting), capabilities that are less common among small independent advisers. The firm is newly formed, operates via institutional custody platforms that provide integrated digital tools, and discloses that its principal devotes time to other finance roles outside the firm.
To learn more about the advisors currently working at Stratfinx Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chicago, IL
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