Access to Alternative Investments 2018-10-30T22:11:34+00:00

Planning and Changing Alongside Our Clients

Planning, Adapting, and Changing
Alongside our Clients

Access to Alternative Investments

In addition to constructing each portfolio with a foundation of traditional equity and debt investments (i.e. stocks, mutual funds, bonds, etc.), Lee Financial specializes in using alternative investments that may increase portfolio diversification and reduce risk.

Examples of alternative investment strategies include:

  • Real estate
  • Hedged equity strategies
  • Arbitrage
  • Private equity
  • Energy and natural resources
  • Distressed debt
  • Private debt