Wealth & Finance Finance Awards 2015

www.wealthandfinance-intl.com 67 Stratigis Capital Advisors Inc Best for Alternative Investment Funds & Most Innovative Boutique Account Managed Program Stratigis Capital Advisors Inc is a private Toronto based investment Fund management firm and Exempt Market Dealer. Company: Stratigis Capital Advisors Name: Dan Papulkas Email: [email protected] Web address: www.stratigis.ca Stratigis Capital advisors (SCA) is a boutique, Canadian based invest- ment fund manager that specializes in providing Fee based portfolio management and sophisticated strategies to high net worth individuals, family offices and wealth managers. SCA specializes in exclusive customized niche investment solutions and proprietary products catering to the sophisticated investor. The unique combination of an award winning alternative asset manager with traditional money management creates the opportunity for higher risk adjusted returns with less volatility. SCA’s investment management team, with over 20 years of proven performance, can customize individual accounts and offer proprietary products and strategies that are not available to the traditional money manager- providing a focused investment strategy that has superior performance over time. The firm has a results oriented approach to investing-integrating the team’s extensive expertise in equities and derivative products- based on entrepreneurial ideas, focused insights and a proprietary risk manage- ment system. SCA works with ‘best in class’ professionals with a specific edge to create niche products. Currently three of their alternative strategies have been ranked amongst the best funds in Canada, highlighting the firm’s industry-leading success. Dan Papulkas explains how the firm’s range of funds meet the needs of a variety of investment clients. “For the institutional investor our team of exchange traded derivatives specialists can customize volatility based overlay solutions. Single strate- gy mandates such as “Active Tail Risk Protection” are available through managed accounts or advisory agreements. “Alternatively, our funds provide family offices with unique absolute returns that are market opportunity driven. Capital preservation is our focus within defined risk strategies that adapt to market conditions while providing active downside market exposure protection. “Additionally we cater for wealth managers across the board. Whether a registered investment advisor or an independent asset manager, our funds will complement and diversify many client portfolio and sub-ad- vising and white label offering solutions are available. “Finally, sophisticated investors who prefer direct investing can benefit from our established track record in Canada’s alternative investment industry.” rmnoa357 / Shutterstock.com