Boutique Investment Management

Clarity. Confidence. A process built around you.

We build long-term relationships rooted in transparency, foresight, and care.

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Strategic foresight uses what we know about the future to make better decisions today.

This is why our clients trust us with their future:

A Personal Relationship with a Seasoned Expert

Work directly with a seasoned expert who knows your goals, communicates clearly, and shapes strategies that feel both customized and deeply human.

Investing That Reflects Life Goals

StratFI bridges financial strategy with real-world purpose.

Active Management with Discipline

Your investments are managed hands-on with a clear, repeatable process grounded in research, long-term clarity, and decades of market experience.

Fiduciary Alignment

As an independent, fee-only firm, StratFI puts your interests first—offering unbiased guidance, full transparency, and decisions free from hidden incentives.

James H. Lee and a man reviewing financial data on a computer monitor in an office with a city view.

James H. Lee and a man in suits collaborating at a desk with a computer, James pointing at the monitor in a high-rise office with city views.

Onboarding meeting flow

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Discovery Session

A thoughtful, no-pressure conversation designed to help everyone understand if we’re the right fit for one another.

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Portfolio Review Session

Receive a comprehensive, objective look at your current investments—helping you understand where are stand today and what adjustments could create a stronger financial future.

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Design

We'll translate your goals, preferences, and investing style into a personalized strategy.

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Doing the paperwork

Our staff simplifies the onboarding process by preparing your Schwab account forms for your reivew. Once your accounts are funded, we implement your approved portfolio updates.

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Monitor

Stay Informed with monthly statements and updates from StratFI. We provide active ongoing management and supervision for all our clients.

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James H. Lee in a gray suit sitting on an office chair at a round table during a business meeting, with a large window and a potted green plant behind him.

Meet James H. Lee, Founder

Jim Lee is an award-winning futurist and market strategist with over 30 years of advisory experience. He is a Chartered Financial Analyst (CFA), Chartered Market Technician (CMT), and Certified Financial Planner (CFP®).
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Jim received the highest honor from the Association of Professional Futurists for his book Foresight Investing: A Complete Guide to Finding Your Next GreatTrade. Jim is also a past winner of NAAIM's national investing competition.

Learn more about James

Commentary

Latest articles

Explore timely insights and thoughtful perspectives from James H. Lee, CFA, CMT, CFP® and StratFI. Each article is designed to help you cut through the noise, understand the bigger picture, and invest with confidence.

View all resources

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The Disappearance of the Stock Market

Did you know that there are now more ETFs than tradeable stocks in the U.S.? Or that there are now more private equity funds than McDonald's restaurants? Is this overfinancialization, or does it say something about the state of our markets?

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Beyond Capitalism

Capitalism has long defined Western society, but what happens when its foundations begin to crack? Can we imagine a better system for managing the global economy—and what it might look like?

According to AI, What Happens Next?

An overview of the key developments AI expects next, from breakthroughs in biotechnology to progress in digital security that could reshape the future.

Thinking about “what happens next?” for your investments? Let's talk.

We’ll help you figure out if StratFI is a good fit, or at least 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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