Independent Research Team 2018-10-30T22:10:57+00:00

Planning and Changing Alongside Our Clients

Planning, Adapting, and Changing
Alongside our Clients

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