Jim Lee

StratFI is a boutique investment advisory firm focused on "What happens next?" Clients come to us then they have accumulated assets of $500,000 or more and are looking for a personal portfolio manager. We typically manage portfolios of individual stocks to save our clients money on fees and give them greater control of their income.

Some of our clients are focused on income and stability, while others are still accumulating wealth. We have clients in their 20’s through their 80’s and are able to develop personalized portfolios for every stage of life. We work by phone, Zoom, email, and at our downtown Wilmington office.

It all starts with having a conversation about your values, needs and interests. This collaborative approach enables us to build and manage a portfolio based on who you are.

Every client receives personal access, accountability, and attention to detail. We are not a big firm, but we provide institutional-grade expertise with high-touch service.

Our transparent fee structure is based on assets under management to avoid conflicts of interest. Client accounts are held at Charles Schwab, one of the largest and best-regarded custodians.

I've been in the wealth management business since 1991. StratFI was founded in 2012 to provide thoughtful, independent advice.

As a professional futurist, I’m always looking at risks and opportunities on the horizon. Foresight Investing: A Complete Guide to Finding Your Next Great Trade is the book that I’ve always wanted to read about investing… but I had to write it first!

In 2021, I was thrilled to win the Active Investing Strategy Competition, hosted by the National Association of Active Investment Managers (NAAIM), and now serve on the board. I’m also licensed as a Chartered Financial Analyst (CFA), Chartered Market Technician (CMT), and Certified Financial Planner (CFP).

When I'm not at the office, I enjoy mountain biking with my wife Stephanie at destinations across the U.S.

Make money, have fun, be excellent.

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