James H. Lee

Questioner
DISC Type : c

Founder at StratFI

Wilmington, Delaware, United States

Overview

James H. Lee is the Founder of StratFI, an investment advisory firm in Wilmington, DE, where he applies his expertise as a professional futurist. With credentials including CFA, CMT, and CFP, he uses strategic foresight and a multidisciplinary approach to guide investment strategy. He earned an M.S. from the University of Houston-Clear Lake.

Outside of his financial work, James is an active community member who manages a local farmers market in his Wilmington neighborhood. He has a passion for writing, having authored two books on finance and resilience. In his free time, he enjoys biking and cooking vegetarian dishes with his wife, Stephanie.

His book, "Foresight Investing," won the "Most Significant Futures Works Award" from the Association of Professional Futurists.

Personality Overview

Not Easily Convinced

Price-Sensitive

Value Seeker

They are more likely than others to negotiate on pricing and terms.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation.

Topics They Care About

Foresight Investing
This is the core philosophy of his firm and the title of his award-winning book, focusing on identifying and capitalizing on long-term future trends.
Strategic Foresight
As a trained futurist, he applies the discipline of strategic foresight to the financial planning process to make better decisions today.
Market Trends
His public posts and professional focus involve analyzing market dynamics, such as the impact of geopolitical events or specific stocks on the S&P 500.

Media Appearances

#65 Decoding Investment Personalities w/ James Lee, Founder, StratFI. Featured in Financial Advisor Workshop

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Money Life with Chuck Jaffe: StratFI's Lee on 2025 – “The trend is your friend til it bends or ends”. Featured in Money Life Show (Libsyn)

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Money Life with Chuck Jaffe: StratFi's Lee on 2025 – "The trend is your friend til it bends or ends". Featured in Money Life Show (Libsyn)

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Work History

9-2012
Founder at StratFI
1-1998 - 3-2011
Portfolio Manager at Lau Associates
7-1991 - 12-1997
Financial Planner - Advanced Planner Group at American Express Financial Advisors (now Ameriprise)

Education

2002 - 2007
M.S. from University of Houston-Clear Lake
1987 - 1991
B.A. from William & Mary

More Information

Social Presence :

Prographics :

Exp : 33 Location : Wilmington, Delaware, United States Job Level : Leadership Designation : Founder at StratFI
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Insights For Selling To James H.

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James H. is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from James H.

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will James H. move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can James H. take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And James H.

Personality Compatibility


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