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.
The firm provides discretionary investment management and financial consulting to individuals, high‑net‑worth clients, personal trusts, estates and businesses, and also offers a subscription signal service that supplies other advisers and institutions with model-generated buy/sell recommendations. Services combine ongoing portfolio oversight for client accounts with one‑off consulting engagements and a subscription licensing business that delivers actionable model output to subscribers. Its investment process blends a thematic “Strategic Foresight” STEEP (social, technological, economic, ecological, political) framework with fundamental accounting analysis and technical sentiment indicators, and generally follows a multi‑cap GARP discipline. Portfolios are typically oriented to mid‑ to long‑term holdings but may be reallocated more frequently for rebalancing or tactical reasons, and the firm may hold a mix of individual securities, mutual funds, ETFs, closed‑end funds and options to meet client objectives. StratFI is notable among peers for operating an explicit market‑timing and signal‑provider business — it delivers market‑direction models and actionable timing signals to other advisers and, in certain subscriber agreements, may receive fees tied to the performance of assets using those signals, a combination that is uncommon for supported firms. The brochure also discloses use of derivatives, options and inverse/leveraged ETF strategies within client accounts to implement tactical views or mitigate volatility, which distinguishes its toolkit from many similarly sized advisory 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
| 2
| |
Wilmington, DE
| 27
|
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