Our Affiliations
Active Investment Management
Invest with foresight. Grow with clarity.
Through active portfolio management, we help you prepare for what’s ahead—so you can stay focused on what matters most today.
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What we do
Built around your goals. Backed by experience.
01
Investment management
We design portfolios that evolve with you—balancing growth and stability as the future unfolds.
02
Retirement planning
Helping you transition confidently toward financial independence — with strategies built to navigate change.
03
Portfolio consulting
Independent advice for those seeking guidance without long-term commitment.
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What makes StratFI different is that we don’t chase trends, we anticipate them.
Our approach is grounded, personal, and forward-thinking.
Independent and fiduciary-first
Forward-looking investment philosophy
Personalized, human guidance
Transparent fees and no commissions
Fiduciary Financial Advisor
Proven process. Meaningful results.
While no two clients are the same, our disciplined approach delivers clarity and consistency — year after year.
30+
years helping clients invest with confidence
95%
annual client retention for the 2025 calendar year
6
proprietary strategies built around long-term foresight
100%
of clients work directly with a senior advisor
Decades of market insight always applied personally. Whether you are planning for retirement or just want a second opinion, we are here to help.
Every investor’s journey is different, but the principles behind success remain constant: foresight, discipline, and alignment. Our services are designed to deliver institutional-quality management with personal, independent advice.
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“We work with forward-thinking individuals and organizations who want more than portfolio returns. Our clients value clarity over complexity, insight over noise, and the confidence that comes from strategic foresight.”
James H. Lee, CFA, CMT, CFP
Founder, StratFI
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Book a call to discuss your goals and what's next.
We’ll help you figure out if StratFI is a good fit — or at least point you in the right direction.
(To ensure a high level of service, we work with clients starting at $500,000 in investable assets)
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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