A complete list of active advisors currently associated with StratFI
Warmer can help you find a great advisor at StratFI or one who fits your needs even better.
StratFI provides discretionary investment management, financial consulting, and a subscription-based signal service to individuals, high-net-worth individuals, personal trusts, estates, and businesses, and typically charges percentage-of-AUM advisory fees. The firm manages roughly $115 million across client accounts and works with clients to establish investment policy statements and tailored portfolio strategies. The firm’s investment process combines mid- to long-term portfolio construction with a multi-cap GARP equity discipline that integrates “Strategic Foresight” STEEP (social, technological, economic, ecological, political) theme analysis, fundamental accounting review, and technical sentiment indicators to identify where, how, and when to invest. StratFI also uses options, inverse ETFs and cash positions for volatility management and will execute shorter-term trades or reallocations to meet client objectives or in response to model signals. What distinguishes StratFI from many peers is its signal-provider business that distributes market-direction models to other advisers and institutions; in some subscriber arrangements the firm may receive fees tied to model performance, reflecting an uncommon combination of market-timing signals and performance-linked compensation. The firm’s explicit use of derivatives within client accounts and its futurist-informed STEEP framework for theme generation further differentiate its research and implementation approach from typical supported firms.
To learn more about the advisors currently working at StratFI, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wilmington, DE
| 1
| |
James Lee
| Wilmington, DE
| 26
|
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