Innovative Investment Strategies
Backed by Fundstrat Research

At Fundstrat Capital, we’re driven by a passion for evidence-based research and innovative investment strategies. Founded in 2024 and led by CIO Tom Lee, our firm is dedicated to delivering forward-thinking solutions and actionable market insights.

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Who We Are

Tom Lee of Fundstrat brings a foundation of evidence-based research to ETF investing, leveraging expertise to identify stocks with an active top-down thematic approach combined with a quantitative bottom-up model, offering investors a differentiated approach to asset allocation.

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ETFs & Products

Fundstrat Granny Shots US Large Cap ETF

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Why Fundstrat Capital?

Founded in 2024, Fundstrat Capital is an asset management firm led by CIO Tom Lee, specializing in evidence-based research to develop innovative investment strategies and deliver actionable market insights.

  • Research-Driven Approach: Combines macroeconomic, sector, and market trend analysis to inform investment decisions.
  • Innovative Solutions: Focuses on creating forward-thinking strategies tailored to evolving market conditions.
  • Leadership Expertise: Guided by Tom Lee’s industry-leading insights and commitment to data-driven investing.

Disclosures

Advisory Services are offered through Fundstrat Capital LLC, a SEC Registered Investment Adviser (RIA). Registration as an investment advisor does not constitute an endorsement of the firm by the SEC or any other securities regulator and does not mean the advisor has attained a particular level of skill or ability. The information provided is not intended to be a substitute for specific individualized tax advice. Specific tax issues should be discussed with a qualified tax advisor. Neither the named adviser nor the named RIA offers tax or legal advice.