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James Lee

CFA®, CFP®, FPA
StratFI
Wilmington, DE
Build wealth. Live better.

Meet James

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Introduction - Jim Lee
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ETFs vs. Stocks - Jim Lee
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ETFs vs. Funds - Jim Lee
Video Transcripts

Jim is passionate about the future and believes that smart investing can make the world a better place.

As an experienced investment advisor and portfolio manager, he is engaged in portfolio construction and analysis for privately managed accounts. Client portfolios typically include individual stocks, mutual funds, and ETFs.

By using his skills as a professionally-trained futurist, he brings a forward-looking perspective to his work and often finds investment opportunities before…

Jim is passionate about the future and believes that smart investing can make the world a better place.

As an experienced investment advisor and portfolio manager, he is engaged in portfolio construction and analysis for privately managed accounts. Client portfolios typically include individual stocks, mutual funds, and ETFs.

By using his skills as a professionally-trained futurist, he brings a forward-looking perspective to his work and often finds investment opportunities before they reach the mainstream media. Current clients range from conservative in outlook to very growth-oriented -- what they have in common are high standards for communication and excellence.

Jim has a long and successful track record in investment management and research. Prior to founding StratFI, he led the investment committee and managed more than $700 million at Lau Associates (now a part of Bryn Mawr Trust). He is an active member of the Association of Professional Futurists (APF) and holds multiple well-respected professional certifications.

Jim has been quoted in publications such as The Wall Street Journal, Financial Planning, and Medical Economics. He has written for the Journal of Futures Studies, Technological Forecasting and Social Change, and The Futurist. Jim is the author of the book Resilience and the Future of Everyday Life, published in 2012. He is a member of the advisory board for the Lifeboat Foundation.

Jim holds a B.A. degree in economics from the College of William & Mary and an M.S. in Studies of the Future from the University of Houston-Clear Lake.

In his free time, Jim enjoys mountain biking and cooking vegetarian dishes with his wife, Stephanie. He also manages a small farmer's market in his Wilmington neighborhood.


Services offered

Investment management
Retirement planning
Socially responsible investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Other professions

Fee structure

Based on % of assets
Hourly

Certifications and licenses

CFA® - Chartered Financial Analyst®
CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association
CFA Institute - Chartered Financial Analyst Institute

Education

Bachelors
Other post-graduate
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