Independent Research Team

Our dedicated research team has the experience to analyze a variety of investments. For Lee Financial clients there is no investment too unique, complex or alternative.

Our forte is a wide breadth of investments that includes:

• Public Debt – Domestic Bonds, Global Bonds and Municipal Bonds
• Private Debt – Settlement Contracts, Annuities and Mezzanine Loans
• Equity – Domestic Individual, Domestic Managed, Global Individual and Global Managed
• Real Estate – Raw Land, Development, Income Producing, Diversified and REITs
• Real Assets – Oil and Gas, Natural Resources, Infrastructure and Water
• Private Equity – Fund of Funds, Managed and Restricted
• Absolute Return – Arbitrage, Hedged Equity, Distressed Securities, Alternative Debt and Muti-Strategy