We are a Wilmington, Delaware-based wealth management firm with a unique approach to capturing investment returns while minimizing risk. Hockey legend Wayne Gretzky once explained his success with a now-famous quote: "I skate to where the puck is going to be, not where it has been." At StratFI, we believe that the same applies to successful investing.
By understanding long-term trends, we seek to identify opportunities to pursue and dangers to avoid. Founder Jim Lee uses a rigorous approach to identify themes upon which StratFI's investment strategies are built. As a Certified Financial Planner (CFP(R)), Jim Lee can offer independent and objective advice, on either a project basis or as part of a comprehensive investment plan.
By understanding long-term trends, we seek to identify opportunities to pursue and dangers to avoid. Founder Jim Lee uses a rigorous approach to identify themes upon which StratFI's investment strategies are built. As a Certified Financial Planner (CFP(R)), Jim Lee can offer independent and objective advice, on either a project basis or as part of a comprehensive investment plan.
Services
We provide a dynamic, forward-looking alternative to the run-of-the-mill investing approach offered by most firms. Through our expert analysis of developing trends, we believe we are able to pinpoint investment opportunities and risks well before others become aware of them. StratFI is committed to a client-first business model.
If you want to be in the right place at the right time, it pays to show up a few minutes early. Fortunes can be made by finding "the next big thing." Some of the best investments over the past few years came from Silicon Valley. Over the next decade, we'll see even bigger opportunities from the internet of things (IoT), augmented reality, cryptocurrencies, automation, artificial intelligence, longevity science, and new sources of energy.
We begin our client relationships by learning about your financial situation and investment objectives. We discuss your comfort level with risk and the timeframe in which you wish to achieve your goals. Analyzing the information we've obtained, we mutually agree on the best course to reach your investment goals.
Each StratFI client is unique, but every one of them expects more than conventional wisdom from their investment advisor. Our clients range from conservative retirees to young and tech-savvy individuals; we also serve trusts and estates. StratFI's clients have a wide range of investment objectives, and we take pride in customizing investment portfolios based on their distinct requirements.
StratFI is a fee-only advisor. We believe that a fee-based approach reduces or eliminates the conflicts of interest that are possible within a typical commission-based structure. This allows us to focus squarely on our clients' best interests at all times. Investment management clients receive monthly performance reporting and may continue their relationship with StratFI for as long as they choose.
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