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.

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

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.

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 email address is being protected from spambots. You need JavaScript enabled to view it.