A firm built around one standard.
StratFinx exists because the quality of thinking available to institutions rarely reaches the individuals and companies that need it most. That gap is what this firm was built to close.
Two services. One way of thinking.
Whether the question is personal or corporate, the standard is the same — deliberate, disciplined, and built around what actually matters to the client.
Capital managed as a system.
We help individuals, families, and executives coordinate investment management, cash flow, capital allocation, taxes, and equity compensation into one strategy that compounds over time. Built on the Total Portfolio Approach — risk-target rebalancing, not static allocation.
Explore Wealth ManagementStrategy that moves into execution.
We work with founders, operators, and growth-stage companies on the financial decisions that shape trajectory — capital structure, fundraising, M&A, and the operational discipline that turns strategy into outcomes. Engagement-based. Intelligence-led.
Explore Strategic Finance AdvisoryInstitutional thinking. Independent firm.
StratFinx was founded on the belief that the rigor applied to institutional portfolios and corporate transactions should be available to the clients who need it most — not just the ones large enough to demand it.
Mauricio Ramírez
CEO & Chief Investment Officer
Mauricio began his career at Allstate Investments, where he worked as a research analyst and junior portfolio manager contributing to the management of a portfolio exceeding $60 billion across public and private markets. That foundation shaped how he thinks about capital — with the rigor, structure, and discipline that institutional settings demand.
He later moved into the startup world, taking on corporate development and strategic finance roles across growth-stage companies — working through fundraising, M&A activity, investment strategy, and financial planning at the company level.
Those two experiences — institutional investment management and strategic finance — are what StratFinx is built on. The firm exists to bring that same standard of thinking to clients who need it: individuals and families building long-term wealth, and founders and operators navigating decisions that define their companies. The discipline does not change. Only the context does.
Mauricio is currently a CFA Level 1 Candidate.
The first conversation is about fit.
If there is alignment on goals, complexity, and the kind of relationship you are looking for, we can build from there.