Welcome to StratFI

We are a Wilmington, Delaware-based wealth management firm with a unique approach to capturing investment returns while minimizing risk.

Focus on the Future

Hockey legend Wayne Gretzky once explained his success with a now-famous quote: "I skate to where the puck is going to be, not where it has been." At StratFI, we believe that the same applies to successful investing. By understanding long-term trends, we seek to identify opportunities to pursue and dangers to avoid.

Disciplined Process

Founder Jim Lee uses a rigorous approach to identify themes upon which StratFI's investment strategies are built. To select investments within those themes, we use a multi-disciplinary process that integrates:

  • Strategic Foresight
  • Fundamental Analysis
  • Investor Confidence

Financial Planning from a CFP® Professional

As a Certified Financial Planner (CFP®), Jim Lee can offer independent and objective advice, on either a project basis or as part of a comprehensive investment plan. 

Join Us

Do your financial goals lie in the past or in the future? It's a rhetorical question, but many investors fail to grasp its importance. If you believe that financial and investing success require a disciplined, forward-looking view, we invite you to contact us and learn more. 

Call (302) 884-6742 or email  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Investment Management

StratFI's multi-disciplinary investment process sets us apart from our competitors.

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Portfolio Consulting

Honest and independent advice from a source you can trust.

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Retirement Planning

Fulfilling retirements don't happen accidentally. For a retirement on your terms, planning is key.

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