Build your portfolio in layers.
Most people stop at public stocks and bonds. Strata gives you access to the private equity, credit, and real estate that have long anchored institutional portfolios — assembled into one allocation.
Minimums from $10,000 · For eligible investors
Don't leave performance on the table
Allocating beyond public markets is no longer reserved for endowments and pensions. Here's what an added layer can do.
Behave differently than stocks
Private assets are valued less frequently and respond to different drivers, so they need not move in step with your public holdings.
Pursue long-term growth and income
Access strategies built for attractive risk-adjusted returns and current income that public markets rarely offer directly.
Smooth the daily swings
Because they aren't traded on public exchanges, private holdings can help temper the headline-driven volatility of a stock-only portfolio.
Build a portfolio, your way
Three routes into private markets — pick the level of involvement that fits you.
Strata Pilot
Answer a few questions and we'll construct and rebalance a layered private-markets allocation for you.
Explore Pilot Self-directedDirect
Browse a rotating slate of vetted funds and single-asset deals, and choose exactly what you hold.
Browse deals Tax-advantagedRetirement
Hold private markets inside a self-directed IRA and let returns compound with tax advantages.
Open an IRADiversify across asset classes
A rotating selection of diversified funds and specialized single assets — sourced through institutional partners.
From your goals to a funded portfolio
Tell us your goals
Share your horizon, income needs, and how much volatility you can live with. Takes about five minutes.
Get a layered plan
We propose an allocation across credit, equity, real estate, and infrastructure — sized to sit on top of what you already hold.
Fund and track
Invest, then watch distributions, valuations, and your full allocation in a single dashboard.