Summary

As Delaware’s only professional futurist, James H. Lee is uniquely positioned to offer guidance and opinions on key trends involving society, technology, and the financial markets. 

Biographies – Key Personnel

Click here for bio on James H. Lee

Areas of Expertise

• Technology Trends
• Social Trends
• Generational Dynamics at the Workplace
• Generational Strategies for Personal Finance
• The Future of Aging
• Investment Strategy
• Market Commentary

Company Overview

Strategic Foresight Investments LLC (StratFI) was formed in 2012 to provide investment advisory services to the public. 

StratFI takes an active and engaged approach to investment management, by building customized portfolios for our clients and also through ongoing conversations with them about their objectives, perceptions, and preferences.  

In 2020, James H. Lee was recognized in Delaware Today magazine as a Five-Star Wealth Manager.  The same year, he was awarded a Five-Star Advisor rating by The Paladin Registry.

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Articles and Interviews

2023

Advisors Ditch Mutual Funds for ETFs in Year-End Moves ETF.com

The Intersection of Foresight and Finance Doing Business with a Servant's Heart Podcast

RealLIST Connectors 2023: Meet 20 (more) Delawareans Leading the Tech and Startup Community into the Future Technical.ly

Everyday Investments That Matter Navigating Now Podcast 

Conversations with Kelly | A Seat at the Table Delaware State Chamber

What Does AI’s Omnipresence Mean for Delaware? Technical.ly

2022

Be a Magnet Not a Hook  Changing the Sales Game Podcast with Connie Whitman

2021

Business Spotlight: Strategic Foresight Investments  - Delaware Business Magazine

Crypto, VR, Healthcare? Where This Futurist Says to Look for High-Growth Stocks  - Technical.ly DE

Yes, the World Really is Moving Faster: On the Data Behind High-Growth Stocks - Technical.ly DE

Gov Intervention Helped Prevent an Economic Catastrophe During the Ppandemic. Here’s what’s next - Technical.ly DE

Futurist Wins National Investment Strategy Competition - PRWeb

Science & Money  - Futurepod, episode 100

Rainmakers Roundup with Mark Iorio - TV Interview

Will Bitcoin Ever Be Accepted Widely as a Form of Payment? - GoBankingRates.com

Q&A with Futurist and Author Jim Lee - Houston Foresight

New and Noteworthy Books - AAI Foresight.com

What's the #1 Thing People Should Ask Their Financial Advisor (But Never Do) - FinMasters

Qwick Take: Coinbase IPO and its Implications for the Crypto Industry - Talking Biz News

Is Cryptocurrency the Future or a Risky Gamble? - Delaware Business Times (cover story)

How Many Funds Should I Own to Save for Retirement? - Nerdwallet

DCG Buys Back Grayscale Bitcoin Trust Shares - Blockworks

Here’s your 2021 economic forecast from a Delaware futurist - Technical.ly DE

2020

Seeking Delphi: COVID-19 and Economics

How I Work (from home): Investment portfolio manager and futurist Jim Lee

2018

Please Don't Take Ideas from this Fake Startup Employee Handbook  Technical.ly Delaware

Information Writing for Investments podcast with Skyler Madison

6 of the Newest Trends in Robo Advisors U.S. News & World Report

Investing in Cryptocurrency NBC 10 Philadelphia

Five Questions with Jim Lee DE Business Times

An Upbeat Look at the Wilmington of the Future DE Business Now

Delaware's Resident Futurist Forecasts the Future, Looks Ahead to 2018 The News Journal

2017

Recalculating Radio National Syndication

Amazon and Google Leading Push for AI Everywhere DE Business Times

Technology Investing for the future Seeking Delphi podcast

Delaware Futurist says AI’s set ‘to get very weird, very soon’ Technical.ly Delaware

Lee offers glimpse into the intriguing and sometimes scare future of artificial intelligence DE Business Now

2016

'Reinvention is an essential career skill': Delaware Futurist Jim Lee

Keynote discussion on the future of work ReinventionWorks (video)

Are you ready to be engulfed by technology?  DE Business Times

James Lee Takes a Look into the Future at Tech Forum Event  DE Business Now

James Lee Earns Five Star Wealth Manager Award DE Business Now

2015

Tesla’s solar battery backup system: The Next Big Thing?  DE Business Bulletin

Delaware futurist Jim Lee on the state’s top technology trends Technical.ly Delaware

Parents Protest Conditions at Community Park  NBC 10 Philadelphia (video)

Taking a look into the future at Tech Forum DE Business Daily

Trolley Square:  Transitioning Out & About Magazine

The Farmers Market Boom in Delaware The News Journal