James H. “Jim” Lee, a Delaware-based investment advisor and futurist, has been awarded the Five Star Wealth Manager Award by Five Star Professional, which has been recognizing and promoting outstanding wealth managers for more than 11 years.
To receive the Five Star Wealth Manager award, a wealth manager must satisfy objective eligibility and evaluation criteria associated with wealth managers who provide high-quality services to their clients.
Factors taken into account include assets under management and client retention rates. Candidates also undergo a thorough regulatory and compliance review.
Lee is the founder of Strategic Foresight Investments LLC (StratFI).
He is an active member of the Association of Professional Futurists and holds multiple professional certifications, including Certified Financial Planner, Chartered Financial Analyst, and Chartered Market Technician.
A resident of Wilmington’s Trolley Square, Lee is a popular keynote speaker.
He holds a bachelor’s degree in economics from the College of William & Mary, and a master’s in studies of the future from the University of Houston-Clear Lake.
For more information about StratFI, visit www.stratfi.com.