Portfolio Management Services

A trusted perspective for times of change.

With over 30 years of experience and a client-first approach, StratFI helps thoughtful investors plan for the future with clarity, care, and conviction.

Two-lane road winding through a dense forest of tall redwood trees.

We believe that investment success begins with clarity, not complexity. Our values are built around transparency, long-term thinking, and putting people first.

What our clients expect:

True alignment and trust:
someone who puts their interests first

Clear expertise and a disciplined process: proven experience, thoughtful analysis, and a repeatable framework for decision-making

Transparent, human communication: clarity about what they own, why they own it, and a relationship grounded in care, listening, and guidance through uncertainty

James H. Lee sitting in an office chair near a window with a leafy plant in the background.

Meet James H. Lee

The mind behind StratFI’s strategic vision

James H. Lee, CFA, CMT, CFP® is the founder of StratFI and the architect of its forward-looking investment philosophy—one built on foresight, independence, and long-term clarity. As Delaware’s only professional futurist and the award-winning author of Foresight Investing, Jim is known for helping investors see around corners.

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With more than 30 years of experience in the financial industry, he blends deep market insight with a rare ability to translate complex ideas into strategies that feel both clear and personal.

Awards and professional certifications

James H. Lee delivering a TEDx talk on stage with large red TEDx letters behind him.

James H. Lee next to a woman inside a studio with a television screen.

Beyond numbers, James is a thoughtful communicator and trusted advisor. His work has been featured in national publications, and he is a regular speaker on the future of investing, economic trends, and personal finance.

Grab a coffee with James

The book 'Foresight Investing' by James H. Lee, and a silver pen on a wooden table in an office setting.

Foresight Investing: A complete guide to finding your next great trade

These tools will help you identify where to find the best opportunities, what companies to invest in, when to buy and sell, and understand how news events can influence the market.

Loaded with insights from a top-performing strategist, this might be the last book about investing that you'll ever need.

Get the book

Reviews from our readers

These statements were provided by readers of Foresight Investing through AWS. These statements are not representative of Clients' experiences with StratFI.

Looking ahead is the only way to get to where you are going

“In Foresight Investing, Jim Lee takes what is typically a complex and backward-looking process to one that is simple, forward looking, and begging the question what happens next? It is a meticulously designed blueprint for financial trading, shorting, and investing.”

Jerry

Profitable read

“Straight forward and written in a style easily understood. I found many good concepts and ideas to incorporate into my investing. This book elevated my thinking regarding worthwhile insights into what is and what to anticipate in the future.”

Patrick Clifford

Must-read for investors

“Incredibly enlightening must-read. I've been an amateur investor for years, and this book is the most genuine and comprehensive work I have seen on investing and trading.”

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Pat

A must-read as you invest in our increasingly volatile future

“This is an invaluable compilation of erudite advice, not only on the details of financial planning and investment, but on how to identify cutting edge trends in technology and society.”

Anne Boysen

StratFI’s team

A team you can trust

Behind every strategy is a team of professionals dedicated to your success.

Meet the people who make StratFI personal, responsive, and effective.

Jaan Larkin

Data Analyst, Trading, and Reporting

David Platt

Client Services

Stephanie Platt

Client Services

Accessible. Flexible. Personal.

Whether you prefer to meet face-to-face or from the comfort of your home, StratFI is structured to fit your style. We offer in-person meetings at our office by appointment, as well as fully remote relationships built on consistent communication, clarity, and trust.

James H. Lee in a gray suit sitting at a desk working on a computer in an office with city buildings visible through the windows.

Remote

Meet from anywhere via phone or Zoom. Enjoy flexible scheduling and consistent communication.

Book an appointment

James H. Lee and a man having a discussion in an office with cityscape visible through the window.

In person

Prefer face-to-face? We’re available for in-office meetings in our downtown Wilmington location.

Book an appointment

Media Interviews

Recognition & media mentions

We’re proud to be featured in respected publications and conversations around the future of investing.

The University and Whist Club’s Game Room Is a Delight

A renovated room adds a competitive edge to the University and Whist Club.

Green polygon bull over crypto trading charts

Crypto Trading Volumes on Centralized Exchanges Reached Record $11.3 Trillion in December

Last month marked a historic peak in crypto trading volumes on centralized exchanges, driven by increased market activity and Bitcoin's price surge.

Bitcoin rocket on green glow amid crypto rally

Crypto Market Rallies as CPI Report Fuels Investor Optimism

Improved U.S. inflation figures have bolstered confidence in digital assets, with Bitcoin and Ethereum leading a broad market rally.

Let’s talk about what matters most to you

Reach out for a no-obligation intro call. We’ll help you decide if StratFI is the right partner — and if not, we’ll point you in the right direction.

Schedule a call

Stay ahead with StratFI's Forward View

Straightforward commentary, strategic perspectives, and no noise, just one email a month to help you think smarter about your financial future.

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