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Bespoke Investment Management

Tailored strategies for those who think ahead.

Whether you’re enjoying retirement, building toward it, or managing institutional assets, we help you move forward with a strategy that fits your vision.

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Growth-oriented professionals

Planning ahead with purpose

You’re progressing rapidly towards your career peak — building wealth and thinking strategically about your future. You want your investments to work harder, not just longer.

01

Active management for active people

We position portfolios for what comes next—so clients can build wealth confidently while staying focused on their careers and businesses.

02

Values-Based Investing

From technology to sustainability, you want your portfolio to reflect your personal interests and values.

03

Maximize growth over the long run

You’re not chasing the market — you’re building a future. We help position your portfolio for compounding success over time.

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We apply foresight-driven strategies across long-term STEEP trends and use tactical adjustments when appropriate — always grounded in your timeline and goals. STEEP stands for Social, Technological, Economic, Ecological, and Political trends — the forces shaping tomorrow’s markets. We analyze these factors to identify risks and opportunities before they are widely known.

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Retired & ready to simplify

Retired. Relieved.

Ready for what’s next.

You’re entering or living in retirement, and simplicity, income stability, and protection of wealth are now your top priorities. We help reduce complexity while maintaining strategic clarity and peace of mind.

01

Income

mapping

We help define how much you’ll need, when you’ll need it, and how to generate it efficiently.

02

Tax-aware withdrawals

Reduce surprises by planning the order and method of drawing down assets across accounts.

03

Longevity
planning

We model your plan across multiple timeframes, spending levels, and market conditions to ensure durability.

04

Benefit coordination

We advise on timing and impact of government or employer benefits on your overall plan.

We often recommend income-oriented, low-volatility portfolios, emphasizing consistency, long-term planning, and downside protection.

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Institutions

Institutional strategies.

Personal access.

You manage or advise on portfolios for an advisory firm, family office, or fiduciary board. You’re looking for clarity, rigor, and alignment with an experienced professional.

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01

Invest directly with StratFI

We provide personal access to institutional level portfolio management through Charles Schwab. StratFI claims GIPS (Global Investment Performance Standards) compliance and our strategies are rated by Morningstar.

02

Use TAMP strategies

Turnkey Asset Management Plans (TAMPs) are a popular way to outsource investment management for client accounts.

You continue to manage client relationships, we'll worry about managing their portfolios. StratFI can work with your favorite TAMP platform.

03

Subscribe to our signals

Gain direct access to our tactical allocation signals. Identify potential market turning points in advance using seasonal, cycle, and calendrical factors.

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StratFI offers the personal attention of a boutique firm backed by robust research and advanced analytics—blending hands-on expertise with the sophistication institutional investors expect.

Not sure where you fit? Let’s talk.

We’ll help you decide if we’re the right fit — and if not, we’ll point you in the right direction.

Schedule a call

To ensure a high level of personalized service, we work with clients who have at least $500,000 in investable assets

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?

Read more
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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?

Read more
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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.

Read more

Let’s talk about what you are planning for.

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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