Investment Management

Lee Financial offers portfolio solutions to help you achieve your most important life goals. Your portfolio receives attention from our team of experienced portfolio managers and research analysts. We believe investment decisions should carefully weigh your opportunity for growth and income against the possibility of risk. We allocate your portfolio to help meet your needs for liquidity, stability, income and growth.

Diversification is a critical step in reducing risk to provide long-term growth and income. Lee Financial reaches beyond the traditional levels of diversification through the use of alternatives investments, which remain largely unavailable to investors elsewhere. Our diversification strategy leads us to constantly scan the market for opportunities in both public and private sectors. As part of a well-rounded portfolio, we may utilize the following types of investments:

  • Cash and Other Investments
  • Tax-Exempt Bonds
  • Taxable Bonds
  • Alternative Assets
  • Equities
  • Real Assets
  • Real Estate
  • Private Equity