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James H. Lee (https://twitter.com/jhlinde) is the founder of StratFI and provides retirement planning with a focus on investment management and portfolio consulting to help clients organize, grow, and protect their assets through life’s transitions. As a fee-only fiduciary, James H. Lee does not receive commissions of any kind and has a legal obligation to provide unbiased financial advice.
In this episode, Brian and Jim discuss:
1. A Novel Approach to Tailored Portfolio Construction
2. The Investment Personality
3. The Impact of Authenticity in Financial Newsletters
4. Referrals and Client Growth
LinkedIn: https://www.linkedin.com/in/jleeadvisor/
Website: https://www.linkedin.com/company/strategic-foresight-investments/
Twitter: https://twitter.com/jhlinde
Facebook: https://www.facebook.com/stratfi/
Media Kit and Bio: https://www.stratfi.com/resources/media-kit.html
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DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
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