James H. Lee

Founder at StratFI
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Jim Lee is a veteran financial advisor with over 30 years of experience. He is also the founder of StratFI, a boutique investment advisory firm that focuses on “what happens next.”

In Foresight Investing: A Complete Guide to Finding Your Next Great Trade, Jim finds opportunities in the emerging technologies of tomorrow, including the internet of things (IoT), augmented reality, cryptocurrencies, automation, artificial intelligence, longevity science, and new sources of energy. This book won the highest recognition given to professional futurists by other futurists, the APF's Most Significant Futures Works Award.

Jim won NAAIM's active investment strategy competition in 2021 with his Caffeinated and Decaffeinated market timing strategies.

His articles have been printed by the AARP, Investopedia, the Journal of Futures Studies, Technological Forecasting & Social Change, and The Futurist.

A popular keynote speaker on trends, Jim has presented to audiences in the U.S. and abroad, covering a range of topics related to the future.

He is an active member of the Association of Professional Futurists and holds multiple professional certifications:

Certified Financial Planner (CFP®)
Chartered Financial Analyst (CFA)
Chartered Market Technician (CMT)

Jim graduated with a B.A. 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 biking and cooking with his wife Stephanie.

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  • Strategic foresight uses what we know about the future to make better decisions today.

  • Popular investing factors will be co-opted by the robo advisors, with a twist. Factors investing such as smart beta ETFs, value, momentum and other factor styles go in and out of favor. The newer strategies actively switch between factors, depending upon market expectations.

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  • Showcase your professional journey! Share your employment history to highlight your industry experience and achievements, making you a sought-after expert.

  • StratFI (https://www.stratfi.com/)
    Founder
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