Strategic Foresight Investments LLC

EST. AUM
$115,020,000

CONTACTS
2

CLIENT ACCOUNTS
286

Firm Details

Metro area Charlotte
CRD Number 164744
Website stratfi.com
Client types

Overview

StratFI (Strategic Foresight Investments LLC) is a Registered Investment Advisor based in Wilmington, Delaware, specializing in personalized wealth management and investment advisory services. Founded in 2012, the firm serves individuals, high-net-worth families, trusts, and nonprofit organizations with a focus on strategic foresight and long-term financial planning. StratFI's investment philosophy combines macroeconomic insight, sector analysis, and behavioral finance to identify growth opportunities while managing downside risk. Their approach incorporates a GARP (Growth at a Reasonable Price) framework, emphasizing forward-looking trends in technology, demographics, and the global economy. The firm maintains a client-first, transparent fee model with no commissions, prioritizing trust, alignment, and disciplined portfolio management tailored to each client’s unique goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Strategic Foresight Investments LLC

Platform Details

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